I need to look back but was not the 600tpa breakeven premised on pure NdPr? I believe there is something like 25% Nd in NdFeB? I assume that changes the maths. The fact we are both speculating like this goes back to my comment that ASM need to be a bit clearer about the significance of these deals?
Ann: ASM signs long-term sales agreement with USA Rare Earth, page-98
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