Would seem to me that nio star would compete favorably with cbmm and niobec in terms of costs, so it is about figuring out what market share to target, and this is likely tied to whatever end user agreements they get. That is probably why it is characterized as a consortium. I'm thinking this is key to more than just amounts raised, but what kind of size in terms of production of tpd that goes with the plant design and other considerations. If two entities backed out, then it is not just filling their shoes in terms of amounts raised, but may also impact tpd output?
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