these are the 2 ann that started the RNU rerate - both offtake agreements for SPG
https://hotcopper.com.au/threads/ann-further-offtake-mou-with-leading-battery-anode-manufacturer.5871974/
https://hotcopper.com.au/threads/ann-first-stage-product-qualification-with-offtake-partner.5852356/
up until that point, they had completed DFS and all met work and battery anode tests. MC was around 20mil
this was their resource at DFS
this was the PSG test results - almost 6 months prior to offtakes
https://hotcopper.com.au/threads/ann-purification-tests-confirm-battery-grade-psg-from-siviour.5499819/
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