Dragon Reborn ... According to JM's Share Cafe interview on the 18.07.2022 the 5,000 t and 70,000 t OT are still in play ... and are at a price that is almost double the price of normal Kaolin.
The announcment on Friday is an update on the Pilot Plant - what we need to know is where is the Main Plant at? LLI ordered for the Pilot Plant update - I suppose the Main Plant LLI can't be ordered until finance is obtained - which can't be finalsied until the all the OT's are in place.
Either way lets hope we get some clarity in the next few days.
Ann: Significant Binding Offtake Agreement Signed for Great White, page-410
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