Okay fair enough, I checked the announcement again and it appears we need that alternative supply for the KMP as in order to get full funding for Dubbo we need oxide sales from Dubbo.
Did we ever get the 100t from VTRE in 2023? And how fast could they ramp up supply of oxides to KMP if needed.
“While ASM remains committed to developing the Dubbo Project and processing Dubbo Project materials through the KMP, a longer term agreement with VTRE will provide the KMP with a multi-source feedstock option. This additional security of feedstock supply for the KMP, will, in turn, allow us to broaden our options for oxide sales from Dubbo once the project is up and running,” Ms Smith said.
ASM Price at posting:
$1.44 Sentiment: None Disclosure: Held
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