They have Chinese backing, so I guess their offtake is linked - Daza I think follows them pretty well. But, well I'd be absolutely shocked if they did anything at all next year. That guy's job is to make it seem like it will happen fast though. The fact they did a video about this MOU says a fair bit IMHO - and what it says to me is they don't have much happening.
But it's just my half(at best) informed opinion, could be totally wrong. Depends what capacity their backers have coming online and when - and who their customers are. I've been wrong plenty before on lithium, haven't we all.
I'll be fking livid if they steal our empty trucks heading back to port from Bamako idea - and use it before us.
FMD are they really up 94% today??
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