Good point.
DKO 5 MILLION ton; AJM 18.4 million ton.
For the agreements, I do not think that is a big issue. As long as you has Li, no problem with such agreements.
Moreover, DKO just completed phase I drilling. Phase II commences this week. And I would believe the DKO reserve will keep ramp up on the way though AJM may just stay around that level.
All IMHO
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