My take on the 'delay' to disclosing a signed deal on remaining offtakes is that it's a good thing and may even be a negotiating tactic. I am not worried about management failing to 'deliver'.
I don't think anyone can deny their is a pretty strong macro case for lithium hydroxide prices remaining high, and if you take Joe at his word, there's huge oversubscription for potash (150% under MOU), and world caesium supplies are close to exhaustion/listed as a strategic mineral for the United States. I get that that is a 'vibe' assessment which may not pass muster for the more considered researchers here but that's my take.
Joe has also mentioned multiple times that there is strong demand/interest continually popping out of the woodwork (which supports the 'vibe' above) for the various products and byproducts LOHMax produces.
We're also now significantly cashed up following receipt of LPDOC monies. LPDOB not so much, but if we don't need it then I'm pleased to avoid the dilution however small.
With that context in mind, and with the luxury of not being likely to run out of cash in the short term, if I were management, I'd be very advertising the state of LPD's treasury to suitors loudly and actively dragging the process out if new suitors are in fact emerging. It's not critical path. The more competition for who gets the final nod the better, particularly given the buyers of these products are under pressure to lock up supply. There's plenty of other work to get onto, with FEED close to finalisation and likely receipt and evaluation of debt funding proposals before long.
I wish us all good luck.
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