Ann: BSX: Blackstone and ASM enter MOU on Vietnam Rare Earths, page-11

And ...as , if and when ASM itself looks outwards ( or is taken in that upwards downstream direction by other big players , with South Korea / Japan accompanying China in this direction , the wider potential use of Zirconium contiinues to grow :

https://www.just-auto.com/data-insights/innovators-electric-vehicles-zirconium-electrode-batteries-automotive/

One has to assume that ASM is aware how the hafnium/niobium /zirconium markets are all developing --and this is where their discussions with these Overseas Markets as they regularly disclose in their Quarterlies , are impressive . Whilst the Rare Earths and magnets are primary , these other Critical Metals ( and they are all Critical in the eyes of the USA and Europe ) the multi minerals at Toongi will ultimately substantially assist in providing development funding , and their work initiated by Ian Chalmers many years ago with ANSTO , will reap its rewards .
Credit to Rowena Smith in recognizing ANSTO's place , and re-engaging with them in a robust way in leading more innovations in refining the metal oxides processes . As stated numerous times , the "cleaner"the metal oxides , the better demand and the better pricing . Just have to make sure the economics stack up .