Thought Matthew Allen presented well, quite credible, no BS, another example of Charles Lew's ability to headhunt the right people at the right time, not all detail in the public domain but apparently recruited a broad operational team past few months.
Brief, without specific detail, but his overview of the pricing formula for Yangibana carbonate was reassuring, basically discounting the cost of separation & finishing back to the basic oxide values, even just factoring the NdPr that is going to be one valuable carbonate +40% NdPr, +60% TREO.
SP should build quickly once punters build more confidence around that value proposition.
* interview with Hastings CEO, page-7
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