My reasoning was to note that the Magrathea collateral is pushing "low energy" to make the connection. I am NOT saying I KNOW that this how they are doing it. It is because this is a "mature market" in terms of well established players who are doing this with lime and salt ponds that I was wondering "Has anything changed that would convince a VC (or Angel) to fund a new magnesium producer?" What would have to be true in order to have a value proposition that would convince someone they could succeed against the established players?
And so I go off and search various "research news" web sites to see if there is any news on Magnesium extraction. If they are not using this research then I would be skeptical of their success given the existing market is well established and making a new venture using existing techniques is pretty capital intensive.