Definitely a positive update from Vulcan today.
As I had previously posted, the project offtake partners proceeding to binding agreements is a positive step in the right direction.
While nothing to lose for Renault and any others that progress to "Binding" stage it is still subject to publication of the DFS, then several other conditions precedent as well.
Let's see how LG Energy Solutions goes in the lead up to 30 November 2021 expiry date.
Wolf
Short Seller Report, page-553
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