go check FMG HC forum , General discussion post
71718007 FFI looking at JV in places like Namibia includes a link , inclusive of sustainable raw materials and green hydrogen supported by 1 billion Euro investment and another link for this , all looks pretty good for LPD and might go some way toward explaining the funding lag, FMG and its subsidiary FFI are making big committments internationally , so maybe LPD are in the chain of supply which seems reasonable given the slow awakening of end to end manufacturing in Europe
General Discussion, page-205
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