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20.0% 0.3¢ morella corporation limited

Ann: Long Term Binding Offtake Agreement Secured, page-49

  1. Cashmeoutside
    3,047 Posts.
    lightbulb Created with Sketch. 1821
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    09/11/18
    09:58
    Post #: 36444027
    Top shelf ann. Removes uncertainty regarding JRO, diversifies customers (and they don’t get any better than ganfeng), gets prepayment to manage near term cash flows and removes uncertainty on a CR. Very well done.
    AJM Price at posting: 18.0¢ Sentiment: None Disclosure: Not Held
    Likes Created with Sketch. 22  Upvote
    lightbulb Created with Sketch.  Great analysis
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