google says typically 1/3rd of a permanent magnet is made up of ndfeb so if the initial capacity of 1200tpa of magnets means they need ~400t of ndfeb of which KMP will supply up to ~240t, when the stillwater plant is running at full initial capacity. 2024 is their ramp up so i doubt they will need that much? either way still a lot needed to hit 600tpa breakeven in 2024 without new customers.
when / if it gets to 4800tpa that should be 950t from KMP
Ann: Chief Executive Officer's AGM Presentation, page-37
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