r/ARSMF

Sounds like Metspar production is finally approaching; here's the Facebook thread

James will be giving a "firm" production start date in the coming days. Looking forward to a fixed roadmap, rather than ongoing uncertainty around when the company will actually start producing revenue.

I imagine part of the ARSMF pitch is there is a shortage of chemicals (fluorine gas, I assume, being one) that the company's raw materials will support. <<The global Fluorine Gas Market is expected to grow from USD 272.36 Million in 2026 to USD 395 Million by 2035>>

So ARSMF's success may depend on the extent to which demand stays high, keeping it competitive whether (or not) it is the low cost producer.

Would be handy to see:

• the list of what chemicals ARSMF hopes to support

• the market price for those chemicals. Are the prices rising?

Another thing about which I am shamefully ignorant is the processing side. I know with rare earths finding good ore is one hard part, but the harder part is purifying them into something useful. A lot of China's dominance in that market is it is the dominant refiner -- a complex, messy (polluting) business. Where are the processors?

Refining is a whole separate business, but ideally ARSMF would do it, or have deals with someone who does.