I just reread this awesome Ann for the umpteenth time. It appears that the 60,000t over 5 years doesn’t kick in until 2026. However ramp-up volumes will commence in 2023! ….SOOO, Talga will be receiving revenues from ramp-up sales in the foreseeable timeframe. Because the 60,000t/5 years doesn’t kick in until 2026, there should be plenty of processed aam to supply other potential buyers willing to accept similar terms! Ladies and gentlemen, the game of musical chairs has begun. With all the gigafactories currently planned, will they spend multi, multi billions without locking in necessary supplies of aam and acm? I doubt it! More contracts will undoubtably follow and there will be unbelievable pressure to issue permits and keep this ball rolling in the right direction. I believe that our patience here will be well rewarded!
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