Some things that got my attention from the podcast : gas field next to Arrowsmith. VRX would want to take the gas before the gas is compressed. Not only is the gas field next to Arrowsmith, it goes under it.Foundry's don't like running out of silica or the fuel needed to process the silica.
47 companies want to buy between 10 tonne to 200 tonne per month. 15% of the worlds engineered stone would use use up to 3 million tonnes.
Processing the silica to (as Bruce says the 5 nines)ie 99.999% could be worth $1500 per tonne.
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