Can any ASM holders please explain why ASM and ARU haven't inked a supply agreement for ARU's NdPr oxide to feed ASM's Korean metal plant?
It's a no brainer for me, considering ARU's progress in securing binding offtake agreements with Hyundai-Kia and Siemens Gamesa. Who is producing the NdPr metal in these arrangements?
What am I - actually we - missing?
Ann: Quarterly Activities/Appendix 5B Cash Flow Report, page-79
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