How can 30% keep the West out? Even if 80%? There’s scope to expand and beyond SC6. If The company is looking at a hydroxide facility it could likely mean a JV is on the cards. The West is not kept out.
The Offtake has same standing as PLS’ in May 2017. Guess what, PLS did not get a mention on Ganfeng’s listing at the time, so no commitment?
Kabondo Dianda rail to two ports. Your comment on road to port is outdated Finance for the road rehab to Kabondo is priced in.
Howard Klein, page-21
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