Definitely not misinformation if competitors can build a plant of similar scale far cheaper, at similar or even higher OpEx.
Tell UBS and several other higher end analysts NdPr capital density metric is rubbish, just because it doesn't suit your pet project.
Interesting study the way some punters cling passionately to their pets despite total lack of any progress to revenues, and little evidence of viability beyond a few glossy PDF's.
is this the bottom, page-22
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