Hey Night, any guesses as to the customers PLS is delivering to at each port?
Google indicates that General Lithium has a facility at Nantong and Ganfeng has a facility at Zhenjiang. However the 20K shipment on the Takeshio in March which was sold to Yibin Tianyi (according to the offtake agreement announcement) looks like it went via the facility at Zhenjiang too?
I also noticed a few deliveries in the last 12 months to Taicang (Moonbright in Aug and AAL Dampier in Nov)?
What are your thoughts?
Cheers
Hey Night, any guesses as to the customers PLS is delivering to...
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