All this discussion about there being 65 potential offtake...

All this discussion about there being 65 potential offtake partners reminds
me a bit of the real estate agent that says there were 7-8 offers from buyers
at the full sale price of the house. If there were 7-8 offers, its completely
irrelevant, because you can only sell to one buyer. What's more, the seller
has stupidly set the price too low because you should end up with a couple of higher
offers, whilst 5-6 buyers then get filtered out because they couldn't afford it.
I'd much prefer to hear that VRX has 5-6 potential offtake partners, because
their sand pricing has been set high by virtue of its premium grade and green
credentials (certified as responsibly sourced, without environmental impacts etc.)
and ~60 offtake partners couldn't afford it.

All IMHO, DYOR