Ann: Tribeca Future Facing Commodities Presentation - amended, page-2

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    VMM is stabilising beautifully now if a marker for Brazil REE market support. We are 10 weeks max away from MRE and metallurgy here also. Macro issues aside, not much longer to get set. Technically the metallurgy could drop any day/week and will put a rocket under this if ionic confirmed. The pathfinder kaolinite for ionic is there.
    Last edited by timbo80s: 15/04/25
 
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