Marcus is almost certainly the driving force behind terminating the agreement. I suspect he’s belted in for the next couple of months to execute. BB more likely IMO since he is more responsible for the fall of SP than Marcus.
From what I can see Marcus has played It with a straight bat so far. At least he’s injected an element of decisiveness.
A nice bump in the cobalt price to $40k+ per tonne in the next 2 months will help is no end.
Ann: Sconi Project Offtake Agreement with SK Innovation, page-259
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