Well dont think management would have any clue of any outside party. I believe the 3 partnership / offtake and SS deal has been in planning for months with SS.
As most here suggest that the 2nd stage Offtake and Finance is next and SS should be a major part of the whole process. I think the AJM management and SS have become good friends and planning for AJM future as SS would need lot of SPOD if they would like to be no 1 in renewable energy co in China. At this stage we are their only possible suppliers.
Again with someone here suggesting that T 20 hold 50% AJM, its nearly impossible to penetrate for outsider. They ll tell anyone to f off...and especially now that SS is holding their
hand.
Hence the capping is creating doubts for me as SS wouldn't be interested in capping anymore as they already have their limit filled up formally...
We will find out sooner or later... All going to work well for us in long term...
IMO
Arjay
Ann: Agreement Signed with Sayona for Pilbara Lithium Assets, page-72
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