Ann: Significant Binding Offtake Agreement Signed for Great White, page-186

For those who unsure about todays announcement.

70K tonne at the expected $1000 / tonne - cost of $350 / tonne = ??
= 70000 * $650 = $45 million profit

then to value the company, choose a Price Earning Ratio of your liking (we have 100 years of life so pick something reasonable) - say 15

15 * 45M = $675M. Perhaps take out 10% unknown costs if you wish

Current Market Cap is $464M, less than what this announcement brings to the table

THere is more capacity for Year 1 and 2. Then we double the plant. Add in any mix of HPA, Carbon, Hydrogen, Fertiliser, Purification, and then if your jaw hasnt dropped add in 100% Mt Hope, and Camel etc etc.

My opinions only. DYOR