In short: Same peer-set reference: one of the "heavy mineral sand mines" whose monazite tailings are the contested feedstock. Historically those tailings flowed to China, which "went to these heavy mineral sand operations around the world and said, 'Hey, sell us your tailings.'" No stance taken on the company itself.
5:33And so all of the world's monazite tailings from titanium mining started to flow into China. And it supports — even I think today it probably supports 10 or 15% of China's rare earth industry is effectively tailings from titanium mining. And we realized that we could replicate that. And so we figured that if heavy mineral sand miners — think about like a Tronox and an Iluka, Rio Tinto, companies like that that have these heavy mineral sand mines — if they had a choice between
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