If phase 2 is signed off sometime in January we should expect an off-take to follow not long after. I'm assuming they already have someone locked in for the 1000tpa given the confidence from Roly and the timeline we now have. First quarter 2022 is going to be interesting.
I'd assume samples from next 2 pilot plant runs would need internal reviews and then sent away for GDMS before being sent to interested parties. They would need a few weeks to perform their own qualification. Late February/ early March is my estimate for news of who we selling to.
FYI Price at posting:
34.0¢ Sentiment: Buy Disclosure: Held
