Sorry I hadn't been clearer in an earlier post:
.... people accusing ausheds of being in the pay of CCP, which was a bit mad since the only things ARU have signed are 2 non-binding memoranda of understanding with Chinese magnet producers, whereas HAS, which ausheds apparently made money from and was using as a comparator to ARU, signed a binding offtake agreement with a german firm (thyssenkrupp).
China frictions steer electric automakers away from rare earth magnets, page-483
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