FYI - Nothing ever gets delivered on time for ASN lol .. Not that it matters, just saying you would be thinking hard to tell me one timeline that has been truly met as opposed to how many were not on time.
Huge year for ASN. I still believe stage 1 has to be locked in now. Building in 6 months but changing plant size etc seems unrealistic. Would not be complaining with any increases don't get me wrong.
I also think there is a logical reason for delayed off-takes. Who is going to sign up for a price when the price has been falling month after month... It would make no sense. Now that the li carb price has steadied I believe ASN will be able to move forward and lock down a deal hopefully in April.
ASN General Discussion, page-9595
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