Yahua has got its own hard rock project in China. (50% interest). The project has started producing in early 2019, with expected nameplate of 180K in 2020. In addition, It has recently signed a 5 year off take agreement 75K (plus minus 10%) with Core lithium. My friend and I had a chance to ask Yuhua company secretary regarding GXY off take pricing in Yahua's annual meeting. The secretary did confirm the pricing is set according to current market. It is lower to some degree in comparison to last year.
Ruifu was a private company which was not obligated to disclose. It is now acquired by Meidu Energy. I may find some information in Meidu’s annual report which is due this month.
