AKO General Discussion, page-712

Also, seems like Malagasy government is progressing bilateral agreements were required to get mining started. Today's update below following Energy Fuels acquisition of Base Resources:

Toliara Project
-- In-principle agreement on the key fiscal terms that will apply to the whole Toliara Project (i.e. both mineral sands and monazite) considered to have been reached with the Government of Madagascar, although these remain subject to entry of binding documentation.
-- Engagement with the Government is now focused on finalising the binding MoU that will give effect to the in-principle agreement and other key matters to facilitate timely project progression.


https://markets.ft.com/data/announce/detail?dockey=600-202407230200PR_NEWS_PRUKDSCL_0005-1