Research revision history
Published versions are immutable. Source dates and review dates remain separate. Follow updates with Atom.
| Revision | Published | Reason and evidence |
|---|---|---|
| 4 | 2026-09-29T01:23:51.807472+00:00 | September 28 review: recorded the Blue Moon warrant, the Tungsten West offtake through 2034 and the agreed $124.75M Masan High-Tech Materials stake as risks and checkpoints, with a limitation that none of the three is in the operating-model cells. No forecast cell changed. JSON | CSV | What changed | Forecast versus results |
| 3 | 2026-09-20T00:34:13.401649+00:00 | Added September completed/conditional funding split, preferred PIK, stockpile delivery limits and German price sensitivity. JSON | CSV | What changed | Forecast versus results |
| 2 | 2026-09-18T17:16:15.370021+00:00 | No authored change reason recorded. JSON | CSV | What changed | Forecast versus results |
| 1 | 2026-09-18T03:46:12.639898+00:00 | No authored change reason recorded. JSON | CSV | Forecast versus results |