Hitchhiker’s Guide to IPT, page-206

Market is always looking for a good news story. Thats what we have here. Consolidation in the current market isnt good, in my opinion. Let em tick the boxes. Rerate might come with the offtake discussions. I hope they get the samples out to possible customers as soon as possible (and to as many as possible). We have a good product (low impurities, mostly alpha hpa crystal structure) and will undercut everyone else prize wise (i expect even lower opex if the new LTL process works out; it alreasy has 84% recoveries). Product just needs to get adjusted to customer requirements (jet milling and so on). Should be no problem in my opinion.