"If IG invests $150m into ASM for the feedstock and the KMP runs at 5,200t with metal sales to match, the SP doesn’t need to move a massive amount for him to make $500m? $1bn?"
Explain your above sentence and you may be able to sell the ASM story. I assume when you say feedstock you are referring to rare earth raw product?
You somehow think a finished product will come up with 500m/ 1billion profit from a 150 million purchase? I assume this is not realistic but anything remotely in the ballpark may be informative
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