In the Q&A a question was asked from the floor, about Samsung.
The relationship is still good. They have 34% of production available for offtake, and are seeking the best deal for this last chunk.
It is a valuable bargaining chip due to superior ESG credentials, and they are now ISO certified. They have enough offtake already to justify the DFS go-ahead, so there is no rush to secure this offtake until the best deal is available.
I imagine there is something by way of cash or in-kind trade could be made. This view hasn't changed for a few months as I remember.
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