Ann: Shareholder presentation, page-20

@bohlsen:
The nice thing is that all 5 companies I mentioned above don't just need some Hf, but can also make use of most REEs and at least some zirconium and niobium.

As for Hafnium, I once started a thread that tried to keep current on all the new applications looming for Hf. I gave up after a while but it was a LONG list. Just making windows that have automatic cooling effects could be a huge future market. http://www.gizmag.com/building-heat-mirror-photonic-radiative-cooling/34958/

If the 5 companies I mentioned are clever, they will make a deal whereby each of them gets up to 40 tons hafnium / year for the next 50 years within an inflation-adapted, market driven price range (say at least 400 but no more than 800 in 2015 US$).