Great secured revenue earner with 80% 0f the
5 MTPA Expansion already taken by existing JV Partners .
Nice problem to have management page 9
The rest of the 200KT unsigned where to direct it to .
Already have interested parties for either Technical grade sale or LGChem ??
The next reserve upgrade will help solve the nice problem .
With exceptional further increase in reserves may not need to decide one or the other.
Have both technical grade off take and LG Chem downstream processing.
LG Chem expansion in Europe will require additional secure supply which they do not have .
Great time to be in lithium stocks .
ALL imo.
Ann: Outstanding PFS Results 5Mtpa Expansion, page-48
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