Relevant Media, page-3907

The sentiment seemed to be clear from Joshua, matching what Rowena has been saying also. Everyone in the sector has been waiting for this moment, knowing it would happen eventually. Interest from government, investors, and OEMs, for the alternate supply chain, are at all time highs. The current US administration is actively promoting sector growth, but will the support continue past the current administration?

ASM seem to be ahead of the USARE timeline, with Dubbo coming into production before Round Top, and The KMP up and running. If we continue to supply the alloy they require until they go into production then we'll have a very lucrative partnership. And when Round Top goes into production then The AMP might be inline to refine the heavy rare earths, which Joshua mentions the have high amounts of.

Having the Tb and Dy circuits up and running, with proprietary technology, could be a game changer.

The biggest move on the horizon in the next 8 months would have to be Off-Take agreements, and FID, I think the market is waiting for this before we see any significant price movement. Who's going to partner with us? Will the new federal stock pile give us enough backing to attract some private investors also?

Rowena has promised answers by the end of this year, I have faith in her team to get the job done.