Another outstanding performance by James Marsh in the Crux interview. Unflappable in the face of some cogent and perhaps more pointed questioning this time, with a degree of challenge thrown into the mix.
Beyond all the usual information (which I admit I do enjoy having reiterated by Marsh in his usual self-assured manner), couple of key points of interest and takeaways for me:
1. Wet processed material is being tested / trialed in Germany (not sure I recall any previous geographical specificity of the European connection).
2. There is specific interest from some actual industrial minerals companies in coming on board as cornerstone investors.
By all means please correct me if I misheard the above or if these details form part of what we already knew.
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