Reely...This is not a legal case, nor am I under requirement to answer yes, or no to a question, particularly if the answer is more complex than the question. The answer to your question is "No" of course. That is public knowledge.
Surely you are familiar with the concept of proprietary and confidential information. Every company has some information they refuse to share publicly or are legally compelled to hold in confidence, either from need for competitive advantage, or due to Securities Exchange rules in their nation of incorporation.
Since you acknowledge the difficulty of acquiring the specific knowledge of REE separation chemistry and/or technology, don't you think that that knowledge would most likely fall into one or both of my examples above? I worked for an international corporation most of my adult life. If you have had any experience in a similar position, you know that starting with "company confidential", such restrictions on public disclosure cover a vast array of information most of us would consider trivial.
Consider this....A rival company, Frontier, is developing a similar if not geologically related project just 50 miles or so from Steenkampskraal. Jack Lifton noted this recently in one of his interviews, and said he felt there were geologic similarities. Frontier is essentially now a subsidiary of Kores, which has the resources, should they choose to do so, to develop that mine, Zandkopsdrift. Positive knowledge that GWMG has developed a specific process for separation of Steen's chlorides would be of great interest to Kores, as sometimes it is only necessary to know that something can be done, to encourage investment in what in this case would be a competitive enterprise.
My previous post explained at length the logical reasons that I have used to base my conclusions that proven Solvent Extraction methods will be able to successfully produce the mixed and separated materials necessary to supply LCM with feed for it's furnaces, and surplus LREE product to place on the market when available. Please note that Lynas has recently claimed again that they will shortly produce salable La and Ce separated products plus Didymium from their LAMP facility using Solvent Extraction technology. I also believe that the former Soviet facility owned now by Stans Energy produced at least nine fully separated REE oxides, all the ones with practical use, using Solvent Extraction.
If the answer then is not available to us in black or white, yes or no," answer the question witness!" simple, then we must fall back on probabilities. Reviewing the all of the material I have provided plus any amount of research you would care to do and share with us on the board, what do you think the probability is of GWMG having a fully functional SX processing facility able to supply it's needs for LCM? Your posts repeatedly(so far) indicate that:
Quote: "I wish this were not the case. I wish it were as easy as saying that because the deposit was mined a generation ago it can't be that tough; or because the host body is well known and abundant in other areas of the world it should be easy to develop a separation process for SKK. But I am afraid it is not."
I take that to mean pretty clearly that you do not think it probable that GWMG has greater than, say, a 50% chance of success. My own analysis puts this probability higher than 95%, based on the facts that are known about Steens, Solvent Extraction, which is an evolving and improving art, and the logical extension of these facts to a conclusion within a range of probability, which is what we do with many decisions we make every day. In our daily life, our percentage of 100% yes or no questions is nowhere near 100% itself. That's what makes life interesting, does it not?
In investing particularly, it is nearly always impossible to be 100% sure of any thing that is not in the past. In this it is like sports. What are the odds of the Seahawks winning over the cardinals 58 to 0? If you don't already know the result, it's all just doing DD, and creating a probable outcome that you can risk your money on.