Im not as convinced of AD actively playing hardball with this -...

Im not as convinced of AD actively playing hardball with this - The KEZAD plug and play, no/low tax, infrastructure already in place, doesn't fully line up with them taking a hardline with ownership. Maybe they are very greedy and getting the best outcome for themselves, but surely they recognise having this plant under construction by COP28 and fastracking green critical mineral production would be more important.

But as expected with the lack of announcements during the quarter, not much new in the qtrly. I believe this is the first time they've mentioned EV manufacturers as joining the process - But if they've just come in during the quarter, there's almost a year of qualification to do. Good to hear about rubidium and cesium. Hopefully a commercial product can be developed prior to production in 2026