[INTERVIEW] ASM Managing Director and CEO Rowena Smith spoke with The Market Herald, page-6

I agree that there is very good information in the interview - worth a listen! Rowena seems very relaxed and confident indeed!

• Firstly, confirmation that it is 100t of Nd and Pr oxide - detail that could have easily been included in the announcement - followed by Dy and Tb (HREE) oxides 'in time'
• VTRE was discussed very much as an alternative but complementary oxide source to that of Dubbo - no indication Dubbo is not the main game
• Having VTRE for KMP start up provides "more flexibility in engaging with offtake partners for Dubbo as to where that Dubbo product will go" - I read this as meaning some offtake partners will insist on Dubbo as the oxide source, perhaps to mitigate jurisdictional risk?
• Clear statement that the KMP is just the first metals plant and a template for other offtake partners who want a metals plant in their own jurisidiction - part of the ASM 'vision'