Ann: Quarterly Activities Report and Appendix 4C, page-202

Originally it was going to be an offtake involving the IFDC. Then Carrinho. Perhaps the idea of a single central customer just isn't going to work out. I don't know. I think they will end up building up a number of individual larger farmers and distributors and arrange individual agreements that add up to enough volume to satisfy the lenders. From there they can grow sales each year. I expect Carrinho will still be one of them. Some might go to exports as well.
As we have seen, having too much reliance on a single customer can be risky. It has caused delays but customer risk would be greatly reduced by having multiple customers.