Quite hilarious, me thinks you protest too much.
You appear a very keen CCP supporter given ARU's only offtakes signed with Chinese customers, likewise Chinese representation on the Board, with matching Chinese equity of course, and appears your preference with ILU's only RE customers also Chinese.
Personally I'd never invest in a company with Chinese Board representation, significant equity or customer base for the main reason I know just how negatively it is viewed in the RE space by Japanese, Germans & US alike, none want to go anywhere near it. Quite recently Germans insisted on going right thru the company register looking for Chinese equity before deciding to engage, my kinda company.
China frictions steer electric automakers away from rare earth magnets, page-500
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