Alright for fun I am going to throw out a speculative theory -...

Alright for fun I am going to throw out a speculative theory - because markets are boring at the moment

AJM has sent their second shipment to a new conglomerate of Chinese companies who are interested in taking an offtake after OptimumNano offtake is defaulted.

This conglomerate is then going to enter into a 50/50 JV with AJM for c.$400m.

We will use half of that to pay out all debt and the other half to rapidly advance construction of stage 2.

We will then use a mixture of free cashflow and debt from the JV partner to fund our half of a third stage expansion.

Disclaimer: I am clearly making this up so no need for serious negative replies.