In short: The current feedstock supplier: Energy Fuels has been off-taking monazite from Chemours' titanium mines in Florida and Georgia. "Not a lot, but it's gotten us off the ground" — which is precisely why the Donald final investment decision matters, to "show markets that we have feedstock to come into all this."
Chemours is a US chemicals company that mines titanium-bearing mineral sands in Florida and Georgia. It is Energy Fuels' current source of monazite — the rare-earth ore that comes out of those mines as a byproduct — under an off-take agreement.
No opinion is given on the stock. Its role in the story is as a measure of how early this all still is: the Chemours supply is "not a lot, but it's gotten us off the ground," which is precisely why the Australian Donald project's investment decision is described as the catalyst that will "show markets that we have feedstock to come into all this."
25:32That will show markets that we have feedstock to come into all this. We've been getting feedstock so far from Florida and Georgia, off-taking it from a company called Chemours that has some of these titanium mines in Florida and Georgia. Not a lot, but it's gotten us off the ground. We're going to look to close that acquisition of that metal and alloy facility in South Korea.
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