I don't think it's the spod quality that is the deciding factor. The last company that harped on relying purely on the quality of their spod went into administration.
Sure, it has to meet certain standards of quality, but I think it's more a case for AJM that the price is right...
I also do wonder if it's also a bit of tbe Chinese offtakers knowing how precariously balanced AJM is. It's not in their interests to lose a supplier in the market in the long run..
Media Coverage Relevant to AJM, offtake partners and major holders, page-6
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