Latrobe Magnesium / the next 10x rocket?

Hello everyone, I’ve been looking into Latrobe Magnesium for weeks and would love to hear your thoughts. LMG holds a globally unique patent to produce magnesium from industrial waste (fly ash) in a clean and cost-effective way. Their demonstration plant is already operational, and commercial production (10,000 tpa) is planned next, followed by a large-scale facility (100,000 tpa). Geopolitically, it gets interesting: China and Russia together produce around 90% of the world’s magnesium, making many countries dependent. The U.S. government has shown interest in strategic supply sources and has identified Latrobe as a potential partner under its Critical Minerals strategy - but officially secured grants are not yet in place. Risks remain: technology, financing, and market prices. But with their patent, rising demand, geopolitical tensions, and potential government support, Latrobe could be a real opportunity. What do you think - is the potential realistic, or is it too speculative?