The additional tonnage resulting from the Ngungaju plant (180000-200000t) was always going to be available for sale as and how the company chose. Up until now it was presumed by us, me anyway, it would all be sold on the BMX platform. To me it is Dale sending a message to those hungry for supply that there are many other options available to the company apart from the BMX platform and results from upcoming auctions will be reviewed with those alternatives in mind.
In other words if you want it "pay up".
As Chris Ellison said.
"If you don't own the lithium" you are going to be screwed. By us." Or something similar.
I could be wrong but that is my take on this "news".
The additional tonnage resulting from the Ngungaju plant...
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