In short: Referenced as the seller, not as a pick: the South Korean rare-earth metallization and alloying facility Energy Fuels is buying "is owned by a company called Australian Strategic Materials." It is one of only two such plants outside Chinese control (the other is in the UK); Moore expects to close "at the end of August or so."
Australian Strategic Materials is an ASX-listed company that owns the South Korean plant Energy Fuels is buying. That plant does "metallization and alloying" — the middle step that turns purified rare-earth oxides (a powder) into the metal alloys a magnet factory can actually use.
It appears here only as the seller, with no view offered on the shares. The detail worth keeping is the scarcity claim attached to it: there are said to be just two such facilities outside Chinese control, this one and another in the UK. If that is right, whoever owns this plant owns a genuine bottleneck — which is exactly why Energy Fuels wants it, expecting to close around the end of August 2026.
25:54It's owned by a company called Australian Strategic Materials. So, close on that hopefully at the end of August or so. Then we also are looking to close that VAC acquisition. That'll probably be in the first part of next year. There's some government approvals that we have to go through, but once we close those acquisitions, we're kind of off to the races.
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