They are pursuing DLE. Different to us.
Difference being our process is proven at very low cost compared to their unproven process at considerable cost to date.
Of course the biggest difference is we are producing and they are not
A collaboration would be a good thing for them. How much. . are they willing to pay?
Having RIO as a neighbour potentially could cast more light on us but I feel given their diversified portfolio maybe we will be the catalyst to spur their growth on the back of our success. Speculation on my behalf for sure.
If DLE proves too elusive or too expensive well we are here
to offer a proven solution
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