Just one more offtake partner. Will have to be another big fish...

Just one more offtake partner. Will have to be another big fish for us to give them 25-30% of our offtake. That's the way we roll at LTR.
My guess is Panasonic (either alone or via their JV with Toyaota - Prime Planet Energy & Solutions) or Northvolt.
I agree with comments today that we should not be alarmed at a sideways pattern until we get closer to production.
If we manage to maintain these price levels until production and EV uptake remains strong with energy transition still underway, imagine the re-rate that's coming. Make sure you're set and ready for the re-rate when it comes.
In the meantime we have to endure traders having their fun.
We are looking very good. Can't imagine it any better actually. Tier 1 resource, great location, great partners and last but not least, great management. Hold tight, sit back and know what it's like to have other people making you money.
Have a good weekend everyone (Already a couople of fine scotches under my belt )
G