Great summary of the current customers and their downstream relationships. Let’s also not forget that Great Wall recently signed an additional offtake agreement with PLS asking PLS to “make offtake available earlier and at greater volume than anticipated by prior agreements“. https://www.asx.com.au/asxpdf/20190709/pdf/446hg1hjvpbsk8.pdf
All this talk of “no customers” is just muck stirring by alternate agendas which doesn’t stack up against the offtakes in place with 4 different customers and the relationships which underpin those agreements.
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