I went down that rabbit hole also, with no conclusion, good news for ASN seems sun resin/lanshen are happy to sell beads and not take a stake or JV which is what I was wondering about 2 years ago and asked the question
all good frog thanks for your time, as I said I only need to get this right once. I do have a clay miner in Nevada, high capex, low opex, so will be an interesting next 3 years for sure
