Hey @rayien, just wanna support your points with some clarification there.
The MoU with BASF that has been extended is for 5000t per year, for up to 10 years.
So it isn't just one year of supply that is being negotiated.
If P1 is a 5500t plant running for 15 years (based on my guess of the Karibib ore reserve), then the BASF negotiations represent 90% of the plant's capacity for 2/3 of its life.
Quite an important potential customer. Nice that they were happy to keep talking after touring the pilot plant.
Cheers
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