Video from 7th Annual InvestorIntel Summit, page-4

Hi Bobadah, it is my major concern that ALK may miss the current Zirconium price rise bonus but I think that the other output metals will be continue to have increased demand. The increased demand NE was talking about was only for EVs it does not take into account the other users of the rare earth magnets. Time will tell what the actual increases will be.

I really want to see the projected costs and returns on the first stage of the modular study. It will also give the market a better idea of how good a project the DP can be. I think it is also necessary to get the funding as there is no clear picture since the BFS on the 1 million tonne version of the projects.

Thanks for the better link Dazedandconfused, I should have checked before it worked before I posted.

I still think highly of the management of ALK and the methodical approach they take, but it is obvious that funding has being very hard to get without firm commitments for the zirconium, hafnium and rare earths.