Relevant Media, page-3347

Because management reads HC. Management understands they constantly walk a fine line on disclosure and are being monitored.

If we get a contract with a tier 1 end use manufacturer, we will not see the fine detail and we will need 3rd party ore to manufacture initially, yes? Rare earth magnets are not apples and apples, one solution does not fit all.... the oxide will define the remanence of the magnet (strength of the magnetic field), its coercivity, its magnetic energy and its curie temperature etc... if Dubbo ore does not suit, we will need to blend.

Correct, ASM have not told us this, but with the delays and my reasoning as pointed out above, on the balance of probabilities I believe I am more right than wrong.

There are other posts, not just those 3.