not quite, think about it like this - is there anything in the update that surprised to the upside materially?
I say no. So delivery of a good BAM was already priced in.
offtakes however, that’s a different story. Sign a binding offtake and it will fly imo
nothing bad in todays release, just another step in the journey
Ann: Siviour Battery Anode Material Study Results, page-29
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