Agreed. She has well and truly found her feet now and making...

Agreed. She has well and truly found her feet now and making good progress in cracking the China stranglehold by way of a robust and vertically integrated solution on which buyers can rely. We had expected the traditional model of off-takes leading to funding but in this case the off-takers first wanted a clear line to funding to be demonstrated. With EXIM (US), EDC (Canada) and EFA (AU) now formally expressing interest in providing some $1.5B of funding, I expect the offtakes to soon follow, in turn leading to FID for Dubbo and maybe a new metals plant to boot! ASM management can put their money where their mouth is once the deals are done and dusted!