I tend to look up at the blue skies myself.
Honestly they are most probably going to have a crack at supplying the world as best they can with multiple plants all over the joint - long term - probably - thats both 4n and 5n
What is that worth to be 1st and a market leader in production/supply and set the standard of a critical special metal ? For Alcoa that is their standard with aluminum so far to date.
all imo dyor and stuff yeah...but thats the potential I see with the JV down the track.
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