I'm not sure they fit the criteria of Global Leader but Tianqui and Gangfen have both been thrown into the mix before. I think it was Mwilson that mentioned them as possibilities.
I have always thought that Gangfen could be the frontrunner. Mainly because of the connection with ILC.
I also believe that DC and CM travelled to China a few months back.
I wonder if there could be more than one offtake agreement with more than one company in the winds?
Ann: Appendix 3B, page-109
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