Ianwil - It's just the minutes from their recent AGM. To me, its interesting to see how they think about their customers "offtake" partners.
I assume the US$900pt fixed spod price agreement they refer to was with AJM, and it is there to see that they reneged on that agreement in 2019, (i.e. fixed price was "unlocked"). Anyways, AJM is history, and Yahua have moved on to greener pastures. Nonetheless, if one tallies their current offtake agreements in connection with their near term 50kt of hydroxide capacity, its still pretty tight for them, hence why they remain anxious wrt concentrate supply. "tight like that"
Good News & Bad News, page-211
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