Yes quiet a bit of a change to what we were advised in that regard Birch. I'm sure most were of view that 85% offtake was required to be binding for financial close - in which case some 20-25% still could have gone un disclosed except confidentially to financial parties.
Nice to hear CFO in the call a focus on lower cash burn (LEVERS TO USE IF REQUIRED) - which along with the recent "just in case" SSPP/CR and their commentary of April only a guideline could suggest post mid year for financial close.
Interesting was managements reference to sp connection to PrNd price manipulation basically - yet as known our various partners of 5 nations are more interested and decision based on future pricing forecasts and of course the ex China - ESG supply chain from mine to customer.
More to process for myself. Plenty of good conversation - topics covered and thankyou to both management for providing the opportunity via webinar and to those shareholders whom contributed with questions and discussions.
I still feel the shorts will see time as their continued friend - as Kexim gets up to speed with other lenders and China press hard on PrNd pricing.
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