https://www.asx.com.au/asxpdf/20190801/pdf/4473s1y52xlwm3.pdf
We have a new offtake partner being Guangdong Weihua wanting 50,000 DMT. Lionergy reducing theirs to 65,000 from 100,000 DMT. So effectively sold 15,000 DMT more. Stage 1 SOLD. Now for Stage 2. Maybe ShanShan helps in stage 2 and refinancing is easier as I said.
Weihua looks like a solid converter too market cap over $US625M
Surely the market can see that there is continuous demand for their quality product and a rerating coming.
Ann: Altura Lithium Offtake Update, page-4
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