I really am intrigued by this recent move. Mainly from the point that as the news article points out the customer is willing to buy 98.5% dirt. It certainly shows desperation of the times for feed stock.
I wonder how the customer are planning to ramp up to remove all that waste so quickly on their end?
Could it make building a local plant a waste of time and bring more companies online sooner?
News like this makes me enjoy the lithium sector more and more. Looking forward to seeing how this arrangement plays out and what steps are taken to resolve the now GAM tantalum ROFR for this to go ahead.
Management sure like dancing close to the flames.
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