I think Bruce and co will be working on this now because in most...

I think Bruce and co will be working on this now because in most Asian countries it is business as usual. I understand that he has some heavy hitters, such as Murray Lines, informing him as to what terms are achievable, and has Yoonil Kim identifying all potential offtakers. Also it seems that he has enlisted some specialists to get offtakes over the line. The demand for this stuff is incredible and by the time that some other potential competitors for the Asian sliica sands market (that are listed on the ASX) reach production, (which will take several years) the increase in the amount of silica required will far exceed the increase in supply.
In conclusion (IMO) : the big V will shine over the next decade.
GLTAH DYOR