Maybe as per your example that's why we aren't doing non broker off take deals, they risk committing to low prices. I don't know how you can even compare off take agreements to Lithium, they are very different markets. I don't think a derivative market even exists for Antimony does it?
We also don't want customer funding. You seem to think off take funding deals provide free/discounted funding or a net benefit to the seller which just doesn't make sense in a commercial sense. Lets just get the best price which Wogen seen to be achieving, as you would expect a broker would, they traded above 60k well before Rotterdam.
Anyone using soup analogies to describe financial markets has a screw loose...
LRV Price at posting:
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