Market is expecting an Off-take by the end of September (unless...

Market is expecting an Off-take by the end of September (unless they change their guidance at the AGM).

If they do not succeed in achieving this milestone I suspect we will fall sharply.

If they get a binding off-take the SP will surge to $2+

I suspect we will see some interesting volatility in the coming months as investors speculate the probability of securing a western binding off-take.


Personally I think they will succeed, but if they don't hit this milestone (or at least offer up new guidance) I might take profit and sit cashed up on the sidelines.