if this ann was made in 2022 SP would have gained 300%. it is all about the timing. Market has not fully appreciated the gravity of this off take and the implcations for all DLE tech. well done ASN BOD for getting DLE up in lights. ive been critical of ASN water rights issues but im wrong LG energy would not have signed this deal if that was an issue.
Ann: Binding Offtake Term Sheet with LG Energy Solution, page-92
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