The biggest risk is the HPA market not maturing as anticipated. The market is opaque so its hard to get an accurate read on that, but all forward forecasts I have seen indicate very robust growth (19% CAGR is the base case). If the market / demand is there, Alcoa won't walk away from that opportunity. The deal with Alcoa dramatically increases our likelihood of success. Any announcement with respect to off-takes would be a game changer IMO, but I suspect we may need to wait a little longer for that.
DYOR, GLTAH!
The biggest risk is the HPA market not maturing as anticipated....
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