BKT 1.67% 6.1¢ black rock mining limited

Ann: Binding Offtake and US$10M Prepayment Agreements with POSCO, page-30

  1. 1,367 Posts.
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    i think another way I'd approach it if i were a Posco would be to think that I should be able to have green natural flake at a price around and possibly below dirty Chinese synthetic. if they lock that in, it gives them a green moat and a cost advantage, and they get to have their own guys on site to monitor QA.
 
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