Ann: AirGuide Advisory Appointed as Strategic Advisor, page-122

The other aspect overlooked here and that Airguide may try to mediate is that China is not just China, that is there are Chinese biz that likely want a way outside the US China trade war. Even if Mountain Pass do downstream processing as they intend to do, China is still a large slice of the market even if it changes due to the intolerable geopolitical imbalance China has over the West strategic partner ‘consortia’.

And then there is LYC radioactivity environmental issues in Malaysia. That could be easier to solve.

But more diversification is clear to see.

Therefore and I think Airguide has learnt a few lessons, if OVL looks to be highly economic, this resource would also be of interest to Chinese even in partnership with Western companies looking for away out of Geopolitical tariff wars. Because that uncertainty is an issue in itself and won’t go away as the world becomes more sci-fi...