query about presentation, page-2

My understanding (and I'm always open to correction) is that they're saying that when it comes to finding a funding partner, they would prefer one that can provide benefits other than just cash - such as expertise in separating rare earths, or debt that's cheaper than a simple bank loan would be, or debt that will be of use for the entirety of the project (rather than having to keep going back to funding sources for more cash if/when circumstances change.)

As for the full strategic appeal, etc., my interpretation is that there's been no material change to the ownership of the lease over the resource, and they have not yet signed any agreement to sell the finished product to an end user (or intermediate supplier.)