Key statements by Mr Kaiser. Impressive and focussed.
- ARU's offtake to wind companies appears to be focused in France
- Growth markets for NdPr and NdFeB magnets are battery and hybrid EVs, and offshore wind
- Active discussions with offtakers on strategic equity positions (not just GE)
- "On track" for FID in December
- Slide 9 discussion around FEED completion, ordering of critical long lead items, early works construction, plant construction, commissioning, etc. 28 month construction period. First product in the market 2026.
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- Re: slow and steady wins the race
Key statements by Mr Kaiser. Impressive and focussed.- ARU's...
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