Great interview. Cleared up a lot of questions I had.
Would love to hear a definitive number for the Plant construction and LOI or even better offtakes with funding attached etc.
Lots to come in the next 12 months. Plenty of time to build a solid position.
One thing that pricked my ears was that China is set to become a net importer of ndpr by 2025. The defecits are going get very real, very soon.
ARU - Till Year end 21, page-105
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