literally the perfect storm for peak, best positioned but need to execute and not sit back.
first time pek has had commercial leverage, it has always been shenghe with the upper hand at the negotiating table.
knowing the term of deal has firstly expired (31st march), mountain pass feedstock ceasing, and rare earths being the global negotiating chip between China and USA (no other commodity is being held ransom) is the perfect set up for pek suffering shareholders.
would love to know the details of the offtake given it’s a take or pay might mean concentrate for the first 7 years can go to another entity and cash paid equivalent paid to shenghe (at arms length/third party pricing etc)…therefore maybe shenghe offtake for receiving replacement concentrate is at risk
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