Im still interested in the meeting with Samsung. I believe they delayed the meeting previously but a face to face meeting normally comes with a signature of some sorts. Whether it be a covid delay from travel or imo could be HPA results arent finalised - this is where i think Samsung fits in. Awesome thing about it LG would be after that slice aswell.. the way i see it is a great funding opportunity playing Teir 1s for the best deal.
From the Pfs it states QPM could produce 4000tpa of 4n HPA - with increase in plant capacity that would be a secured tonnage at 4000tpa or quite possibly a bit more..
"According to Andromeda’s Mr Marsh, 99.99% (four nine or 4N) purity HPA is the most widely used product in the HPA market and commands between US$20,000/t and US$30,000/t, while the less common extremely high purity or 99.999% (5N) HPA attracts US$50,000/t, and the even scarcer 99.999% (6N) will draw an even larger premium"
