I don’t think you buy Avenira if you don’t believe in the phos acid and lfp projects. I don’t think hebang and GEAR would have bought into Avenira based on a 23 month dso.
go have a look at centrex sounds like they got more of what you are looking for eg offtake agreements close to rail infrastructure long term rock phos project.
though they are struggling with funding
or CII
Phosphates news, page-51
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