What an impressive interview Anthony Hall was so measured and precise. The business case is just awesome and I feel that the appointment of the New Chairman is very strategic. With the Turkish Government holding over 60% of the Borates market and Rio Tinto with 20% the emergence of ABR will be an interesting development as it could be disruptive, indeed ABR could be an attractive option for a take over. However the attached article from 2018 https://www.mining-journal.com/commodities/news/1343372/borates-suddenly-interesting clearly highlighted the ABR risk but with the impending permit issuance these risks seems to be addressed.
