Yes, I get the strong impression from Rowena in that presentation that the next major deal, an offtake linked to debt (maybe equity also?) financing, will come from Europe given their green focus and ASM credentials in that regard. For certain the initial laser like focus on Korea has gone and the next metals plant will either be the US or Europe.
Listening to Rowena's presentation is very worthwhile - lots of details to be gleaned - I may try and make some notes later but do take a listen!
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(20min delay)