Thanks for your post...
I note the talk on this thread about "discussions" with Shenghe regarding the FID and timing blah blah blah. That is just meaningless language that avoids addressing the real matter at hand which is that we have totally lost control of the asset and the development timetable to Shenghe. It will be Shenghe that decides our fate and they in turn have their foot on all the decent prospective sources globally which allows them to regulate supply as they please.
Regards
DF
Ann: Notice of General Meeting/Proxy Form - Offtake Agreement, page-23
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