This 6.5kt shipped is either a spot shipment or a commercial (final step) trial shipment to a separate off-taker.
As per below snippet from Benchmark:
The most advanced offtake party would be in the final stages of negotiations, see steps 3/4 in the 'red' section.
Therefore this shipment is either for a new/2nd potential off-taker or a spot shipment IMO.
The 'green' sections shows a rough timeline guide...all going without any hiccups, it takes a min of 6 months, hopefully, this should easy the nerves of some...Blue Chip Co in the making, it won't happen overnight...at an insane entry opportunity.
A40 Price at posting:
8.1¢ Sentiment: Buy Disclosure: Held