Ann: RIU Explorers Conference Presentation, page-2

  1. 3,291 Posts.
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    Will be interesting to see the financing blend in the end for the initial $160M (given post S1, its all self financing afaiks) given the options on offer.

    Think the demand profile is understated given the speed of the below curve occuring (see the changeover to drone warfare for example).

    "Pullover electric vehicles, robots are expected to be the biggest driver of demand for magnet rare earths by 2040"

    (Adamas, Metals Tech News)
 
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