Ken the great said: "off-take (price) is also going to be a lot higher than that ($1100/ton). It's that simple. "
Remember how our clients, as well as AJM's, respected the off-take agreements in 2018-2020? The off-take price setting mechanism is always negotiable. Only this time we are driving a hard bargain.
Next time when anyone says "PLS won't benefit so much from the rising price because much of its production is bound for off-takes", we just laugh, and look at them with pity...
Good News & Bad News, page-4395
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