I too think the POS option will go ahead. Just my honest opinion.
It gives them a chance to get into the Southern ground and get down to the main ore body ready for when their own plant comes on line, straight into processing the 'good stuff'.
I would consider this all part of the 'initial development costs' which will give them a cash return of sorts.
To think every small time Li hopeful with the sniff of a deposit is running around signing MOUs and offtakes and KDR haven't had a sniff or been out there too is crazy. The BOD would need over throwing for that.
I reckon news of an off take (or 2) and POS will be next but i'm not 'in the the know' and this to me just seems logical.
All imo
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I too think the POS option will go ahead. Just my honest...
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