I think the main misunderstanding has been that this is not the NMP tech that we are waiting for - its a partial development and part of ALNAK by the sounds - the 200/t they originally quoted for ALoxide component being now contracted. Turning it into AL metal it isn't but this disappointment is already out there with the original ALox-80 ann. They say they will work towards the next step tho.
They could have explained it better but NMP tech isn't NMP tech if you get what I mean. Really NMP is a term used for all the oxides of ALuminium with impurities and all so perhaps they need to come up with a fancy name like ALNAK for the one that triggers the purchase of rights etc.....which hasn't happened. Another clue that this was not the same thing imo.
So no we don't get a big profit upgrade but we do tick another box for worldwide domination of the salt slag industry with that open ended contract :-)
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