Not sure I follow the logical link between having 4 offtakers and a modular design. Can you elaborate.
Re details, I was thinking along the lines of what pls has been happy to disclose with their stage 2a. Additions to existing plant to increase production numbers. I don't see an issue with reporting such info to market.
I wasn't having a dig at ajm by the way, anything but, I think they've done much better than pls, or any other new producer as far as producing spodumene goes. I was merely trying to understand why some are still clinging onto stage 2 and how they saw that playing out.
Aimo
AJM Price at posting:
8.2¢ Sentiment: Buy Disclosure: Not Held
