Senaris, the only reference I can find to Sojitz offtake is as a co-marketing venture, there is absolutely no mention of contracted or even confirmed sales.
Lynas have generally spoken of "customer commitments" over Ph2, not contracted sales.
I try to invest in facts, not speculation. If you follow Lynas closely you'll realise "in line with customer demand" is totally out of context with previous statements.
db- "production in malaysia going to plan", page-108
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