Translation: AUZ could wind up farting around a bit, leaving their ‘offtake’ partner itself in a bind..
Plenty of capital to be borrowed floating around Japan & Korea- they could come talk to us without too much trouble as their existing deal with AUZ doesn’t cost them a thing till the production actually occurs..
Let none of us forget that the race to production is matched by the race for acquisition by battery makers etc- what if the U.N starts showing more interest in the poor oppressed people on the Congo?
The market will blow a fuse & many big players will start saying ‘the DRC? Put it in the too hard basket! Sulfides? Yeah great but the easy stuff has already been extracted! Get me on the phone with ARL, pronto!’
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Translation: AUZ could wind up farting around a bit, leaving...
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