Conservative Capital StructureVery low leverage and a sizeable asset base provide a durable financing cushion for multi-year development. Minimal debt reduces near-term refinancing risk and interest burden, giving management flexibility to fund pilot work and scale projects before large revenue streams emerge.
Strategic Focus On Heavy Rare Earths And ProcessingTargeting heavy rare earths and developing downstream-capable processing addresses a high-barrier segment essential to permanent magnets. This vertical focus supports long-term differentiation, alignment with electrification trends, and potential entry into constrained non‑Chinese supply chains.
Partnership To Advance Separation TechnologyCollaborating with Argonne to build an AI-enabled digital twin is a structural R&D step that can accelerate scale-up, optimize solvent extraction, and de-risk separation. Improved process fidelity can lower Opex/Capex estimates and strengthen commercial credibility with customers and regulators.