Hi team, there’s a rumour over at Gxy that they could be the party to an imminent offtake or similar with bmw. Whether that’s true is no one knows. Just curious what you think about any effect milestones at Gxy will have on Lpd. I have a feeling once Lpd and Gxy confirms feedstock arrangements from Mt Cattlin, Lpd and/or Gxy actions will impact the sp of both. And eventually Lpd will switch role to become the big brother in 2019. Apart from the dfs, this alliance I think is the next mover for lpd. Thoughts?
Does any one know when LPD will start generating profit?, page-29
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