ASN General Discussion, page-20637

So from the last financials they’re looking to lock-in about 80% of production to offtakers.
Now LG has taken 40% at 4000 t, so we’re negotiating with another offtaker for roughly the same.
Bruce in his Utah Govt chat said a couple of term sheets were already on the table- so my guess is Ford or Panasonic are best chance of the other 40%.
Reckon once Koch plant proven, another offtake and Koch cash will drop, and as stated in the quarterly Koch & DFS go hand in hand.
Im thinking we’re within 2 months of the cards falling into place- and reckon govt cash is part of the equation.
THINGS GETTING CLOSE!