I want to give your input the benefit of the doubt but I am questioning your intent here.
A quick HC search on the word blend for ASM finds just three posts, one yours, and none talking about the need for ASM to blend ore from third parties! So it's just speculation then?
And Rowena has never said we are only negotiating with just emerging magnet manufacturers as far as I can recall. In fact much of the rationale for the delays in offtakes is down to the very long certifications required by the established manufacturers. No?
You claim to be a significant holder so why spruik these sort of rumours without some factual evidence?
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