Found this interesting out of the presentation. SG has mentioned a number of times of the intent to leave the other 35% for the spot market and also that LG and POSCO wanted all of it but they held back to hedge both ways. If they are really looking at signing off the other 35% would have to be a better deal than LG and POSCO including equity. Wonder if discussions with Samsung have thrown up something worth considering? Or I could just be reading too much into a sentence
QPM Price at posting:
23.8¢ Sentiment: Buy Disclosure: Held
