To put this into perspective;
He/she still thinks AJM are still divesting their coal assets in Singapore.
He/she is invested in LTR.
She knows nothing about FROR, she seems to think that it means that GAM own the rights to the lithium and tantalum. Generally FROR means that if PLS are offered a certain price for their product or selling their asset, GAM get the option to match those prices. As they are mainly in tantalum, they'd want FROR over that product, but it extends to lithium and the asset itself Id imagine.
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