Any evidence to support your claim that the DFS inaccurately...

Any evidence to support your claim that the DFS inaccurately presented the state of caesium and rubidium markets?

Regarding your statement of existing suppliers alone being able to meet rising demand with ramp ups and expansion. Well that basically goes against the advice of every industry expert. And existing producers are hardly "cashed up" right now. Finger right off the pulse bulrush.

I couldn't give a whoohoo about the market, that'll naturally find times of equilibrium. But the market is rarely rational.

EPCM payment could be in the form of finance, prepayment, cornerstone investment, royalty streams from IP licensing etc. There are a few ways to skin a cat, let's not make assumptions that LPD will need to tap the market again, but they just might, we don't really know do we?