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20:25
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Originally posted by Watchfulbull:
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You have politely highlighted to me (all of us) previously that maybe our obsession with KMP, and Dubbo being not so important, has some floors because of the importance of feedstock security. I am starting to more properly absorb this reality that 3rd party oxides really need to be an interim measure, and hence the medium term importance of Dubbo. So then, how do we tackle a 1.7B capex?
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It is really a strange thing. If the world is calling out for a supply chain away from China why aren't ASM getting more support?
(20min delay)