Okay so worth a watch. Maybe I was a bit too quick to interpret the language in the quarterly, it seems from her latest speech that ASM is still in 3 product validation arrangements where they are at the advanced commercial swapping stage. Not sure if these potential customers are existing or emerging magnet producers. The offtakes for supply to work in tandem with production demand.
The ability to simplify the flowsheet to separate and produce rare earth oxides as a first line product is very interesting. Who has come up with this as a possibility? and why now. Is it based on new technology, or could it be Bechtel, from their initial FEED work.
Good to hear a little about Zr, Nb and Hf as well. Some more price sensitive announcements around these products will bring back a lot of potential investors, at least those who have turned off of the rare earth sector for now anyways.
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(20min delay)