i think we don't need to worry too much about demand and price, and what the customer is doing. That's a distraction. Macro issues are mostly sorted.
We seem to have a team that know what they are doing and are motivated for success.
The main issue now is that the BFS and process is proven up, supply of ore is secure, and the local infrastructure is sound. That's why we are not a dollar.
Ann: MOU for offtake executed with LG Chem, page-238
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