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Ann: Financial Year 2019 Results Presentation, page-251

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findinggems

3,125 Posts.

943

22/02/20

18:00

Post #: 43090585
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Originally posted by Snowy66 ↑

I discussed this with them yesterday, Simon said somewhere in the 10-30% range, bit more than a handful of customers and he said they are all household names he was pretty sure I’d know. Couple of them been around a bit longer are l in the final due diligence stage and the others Are later to the table. He thought it would still be a few months to get to a decision and he and pheobe both stressed that it is not a must and they will only go ahead if they consider it to be a good deal that recognises the quality and life of the project and also that they bring something else to the table besides dollars as in skills, knowledge etc

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Was that 10 to 30% for ALL parties or per party?

Household names ... that would rule out the likes of ALB SQM Livent or any of the Chinese converters since none of them are household names.

Household names would be like LG and Samsung.

GXY Price at posting: $1.09 Sentiment: Buy Disclosure: Held
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