When they announced a few months back , about the sales agreement of 18,500 mt additional Spodumene concentrate to Yahua , I thought gee that sounds good , only just starting and they already have extra / excess spod to sell .. hence you think things are going better than expected , now thinking that additional sales agreement was a bit deceiving, because now it sounds like just producing the binding offtake agreement is going to be a struggle .. what about Gangfeng ? they’ll be wanting theirs as well or is Yahua our only customer now ?
Ann: Quarterly Report and Production Guidance/Cashflow Report, page-188
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