Ann: REEtec Increases Offtake of Vital's REO by 50%, page-41

what are people's thoughts on the possibility that VML is actually in negotiations for another offtake and this is REETEC guaranteeing their supply from the existing production rather than having to wait for VML to expand their operations in the event the remaining feedstock that VML can produce with their current operations has been taken by another offtake partner?

this is just my idle speculation/over optimistic thinking since I know VML can just scale production - but if you think that we're going to have a bull run in the coming year - do you want to wait for them to ramp up their production, to capitalise on the run or do you want to guarantee your supply throughout?

like I said this is most likely my idle imagination, but dam it'd be nice..