Hi Chok,
I didn’t see anywhere the idea you have noted of providing our IP for only 500T of NdPrO. I think that would be a terrible deal, and one that management would not pursue. Ie why give away our entire IP on day one for 11% of a 5+2 year contract. Of which other companies are lined up for this product.
Note; the German finance is in exchange for tolling, not the IP as far as I am aware? Could you direct me to anything different to this.
Also GE are 1,500T
Offtake/Finance wrap up, page-2
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