since the agreement was only for 35kt, 8kt is almost a quarter...

since the agreement was only for 35kt, 8kt is almost a quarter of the annual total so not too shabby.

on a related note, I wonder if the total of offtake agreements settling at 205,000 tonnes is indicative of AJM’s anticipated output in their first year of production? Would be sensible to give ourselves wiggle room and avoid having insufficient product to meet our end of the obligations.

It will certainly be fascinating to see where costs come out in this, our first really solid quarter of production and where they’re projected to head.