"Highly unlikely that we will see REE offtakes before plant is completed. No reason for anyone to commit at this early stage.
Another bauxite offtake may be first in my opinion."
By that logic we wouldn't have the bauxite offtake we already have either until that operation was built up..
Offtake discussions for the REE will be much more serious now the MRE has been released I believe. Offtakers also will want LIN to have confirmation of full ownership with the final tranche which can easily be covered by offtake pre-payments etc..
August Trades, page-339
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