General Discussions, page-155

I would challenge this view.

these payers know what’s coming, or more so, what’s not. They want their name on a golden ticket.

look at lithium, the space was the same a few years back, all contracts were on the converters terms. Now, if you have supply, you are god.

there is not to long to go before we see the same behaviour here.

Getting mou’s here, i see them as boa’s as they want in, all of them, and there isn’t enough seats at this table.

Im keen and praying we get one with someone like posco, someone away from China. Then, I’d go all in here.