They still have other avenues in the U.S. as well with the D.O.D giving out money for projects like this.
The other key bit of information will be offtakes and whether that comes with a partnership for the DZP or even a metal plant in the U.S.
This is a very unique company at this point of time.
The 2 video interviews at PDAC pointed that out very nicely.
Ann: ASM receives US$600M ($A923M) Letter of Interest from USEXIM, page-67
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