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10:44
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Originally posted by Threadbull:
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How much did Ganfeng put into AVZ's project in terms of binding OT deal? Zero. The link between valuations is tenuous at best. Why haven't any of the "binding" OT's actually put their money where their mouth is and contributed towards the project and commit financially to taking product? The answer to that question is likely, IMO only, a question of confidence in AVZ's ability to deliver an economical operation from the perspective of the OT's.
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In all honesty. Your not wrong here and im in pretty much aggreance. How gangfeng can provide funds to PLS & FFX yet have no prepayment towards AVZ baffles me. Pretty dirty at this point in time with a concensous towards a CR on the horizon. A few questions to be answered here?
