There hasn't been a definitive agreement with LGES yet? So, it's potentially that, but, the other definitive off take for Renault wasn't a trading halt, nor Stellantis (which arguably is materially market sensitive and warrants a a TH).
if it's a new offtake, most of production is already accounted for - which begs the question - will they update the market around new production targets (ie. leveraged by purchase of drilling equipment?). and if so how does that impact the DFS?
Interesting..
Ann: Trading Halt, page-44
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