More communication between Australian Rare Earth producers and the US including the Pentagon. If the US and Pentagon are not in formal talks with ASM especially now that they have commercially proven the production of rare earth magnets I would be extremely surprised.
Bit of a delay on the Dubbo optimisation study. Normally I would say that this is negative but this time I suspect it has something to do with modifying the flowsheet to initially produce the oxides required by the South Korean metalisation plant.
Relevant Media, page-21
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