BTW, Tim did mention Brazil on a few occasions yesterday.

He states they had been in talks with Brazilian authorities for around 2 years,

This hugely predates the Viridis JV, so it seems it has been on the cards for a while.

We also know that a Brazilian government delegation has visited our facility in Belfast.

Tim also stated the latest round of talks with Brazil were at a very high level.

I did a little digging and it does seem Brazil do have aspirations of becoming a rare earth superpower to rival China,

https://learningenglish.voanews.com/a/brazil-aims-to-become-major-rare-earths-supplier/7660908.html

Brazil Aims to Become Major Rare Earths Supplier

Is this another piece of the puzzle that could come from left field?

With solid reserves of rare earths, active and incumbent mines such as Meteoric and Viridis, will IXR become the recycler of choice in Brazil, on top of their dealings and JV with Viridis?

Lets bloody hope so!