Ann: CEO Letter to Shareholders, page-11

sounds like auz are the ones pushing for sulphate.

since they don't need the back end - " It should be noted that any P-CAM production facility would replace the nickel and cobalt
sulphate circuit (rather than being in addition to) given that Australian Mines has been
successfully producing its NCM523, NCM622 and NCM811 P-CAM material directly from its
intermediary MSP product without needing to go through the sulphate phase" (29/01/21)

Combined with the more recent DES studies and the better return on suphates, this makes complete sense.