I agree with you Linda.
If it was me making the decision I would be keeping all of the HPA technology and rights for myself.
I would corner the high end of the HPA market.
I am not sure of the dynamics in the very high end silica market but I would be trying to capture the boutique end of that too if I could.
Same for rare earths if possible.
SGA,,, red mud,, flyash,,, sure,,, liscense it out but keep the very high end boutique products rights for Orbite.
We shall see.