Ann: Extension of Voluntary Suspension, page-260

For lack of any relevant ' Industry related ' post to respond to - I'll just bounce off my previous post above.

You don't have to look much further than the December Quarter 2019 highlights from Orocobre to see just how important the intrinsic ' sensitivities ' and relationship is between - Capital - Production , and ultimately - Sales ( Volume and Pricing ).

With their QoQ ' Gross ' cash operating margins down a massive 41 % based which were mainly attributable to a 19% QoQ sales reduction .

It's not then real hard to see what effect it would have had on their rather modest 24% gross margins had it not been for the 6% increase in Sales Volumes off the back of a 5% reduction in previous corresponding period production together with a significant 16 % QoQ reduction in operating costs.

To me this just reflects how important their TWO new ' Multi Year ' contracts with TWO top tier Chinese cathode manufacturers is going forward.

Will AJM see the same commitments for others on TOP of their already current FOUR.

Interesting how they ( ORE ) haven't actually disclosed who their new TWO are ......as far as I can see anyway. I can see why they might not disclose this in their first announcement released to the ASX on 20th January .....which just happens to coincide with the FIRST extension to the first suspension of AJM occurring on the 15th January. But why haven't they disclosed the specific's of these Chinese Cathode Manufacturer's in their Quarterly Report .....a further 8 days following their first announcement to the markets....... Am I missing something here ?