RNU has 70mil traded on ASX with offtake announcement, and BAT no announcement 50mil traded on ASX.
In BAT Feb 2020 presentation it states '70% of production is secured by offtake contracts', and that this is equal to 35ktpa (out of the 50ktpa proposed output at Montepuez). Just reading RNU's latest announcement it looks that their planned production capacity is 28000tpa. So if I'm reading this correctly BAT has offtakes secured for a greater amount of product than what RNU will be producing (p/a).
BAT - The future, page-98
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