alumina1, here's my take (as mentioned elsewhere in french) :

 

I'd be tempted to place a bet on a JV in Cap-Chat with a crystals producer for LEDs. We have the Gallium (or rather for now the Gallium separation potential), the HPA and the HP silica. We got space, and now loose cash. How about 5N Plus for example, with their MOU with RioTintoAlcan to extract Gallium from their sludge from the alumina plant in Vaudreuil ? That would be a nice partner. I hear our own Richard Boudreault once worked there. It's even hinted to in the last NR (french only)

 

That's of course if they don't use all the money for the increase to 5 tpd ... :-)))