I actually think the bigger opportunity here is the licensing/partnership opportunities for LMG to have other developments around the world using the tech. Either for a free carried % interest in the project or a royalty per t processed. There are many many opportunities in the EU or USA to roll this out to... and the ESG love isn't going anywhere.
Imagine if in 5 years time they have their own 100ktpa plant running in Australia but then are also partners in 1 or 2 plants in the EU and getting royalties from 1 or 2 others. Dream scenario but I don't think it's out of the question if management really push for it.
general discussion, page-303
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