Yeah you’d think any offtake partner would want comfort around the resource, I’m sure they must provide prospective customers with internal financials subject to an NDA or similar confidentiality agreement, so the resource might be a key missing detail currently.
Interested to hear your thoughts on the likelihood of the Hismelt license being granted by Mulong. It’s of at least slight concern that we’re now fully dependent on a Chinese company for rights to the tech for the project, given how at odds the US and AU are with China currently, let alone if/when they try anything with Taiwan.
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