My guess is our stage 1 partners would have shared the first 8,800t shipment, that in turn means Ganfeng already know our product (Ganfeng is a stage 1 and big stage 2 partner), what could be happening is we are sending reasonably large samples say 1000-3000t shipments to our other stage 2 offtake partners (quick in and out by ships) to Great Wall and POSCO. Keep in mind we are askIng and looking for our partners to pre-fund as much as possible, no better way than to shIp them some nice 6.256% LI Spod. It's entirely possible a small shipment has already gone to Great Wall and this one Sat 27th is one to POSCO before the next 15,000t ship arrives 30th. All IMO DYOR and have fun, I'm sure we will be told shortly.
My guess is our stage 1 partners would have shared the first...
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