Ann: Binding Offtake Signed with Traxys, page-148

@Bravofolks and @Logzy, you are correct: This is not an OT Agreement, it is an announcement about an OT Agreement.

The details you seek will be subject to confidentiality requirements. Traxys is the perfect conduit to protect end-user requirements and deliver the best outcome to LPD investors.

Take for example the Cs catalyst. There are two global suppliers - both in China. If the end-user's name was splashed across today's Ann (with supply not starting to ship until the end of 2023), do you think it should still expect to receive uninterrupted supplies?

It is naive to expect commercial-in-confidence information that can damage the position of end-user customers or the reputation of LPD to be included in this Ann.

LPD's management knows what they're doing. It is delivering on the strategic objectives set in 2016 when JW joined the company.
You are right twice @Logzy: "the big boys see it", but you don't know who the big boys are.