Vale Offtake

I think this is a worthy discussion topic and associated new thread title which hasn’t received the airing and analysis befitting its importance.

As recently stated on Twitter by Mr Gordon in the next 6-12 months, “the biggest value adding step will be clarity around off take and if we can get some clarity around our offtake from Vale then it will be one of the key value drivers for our company.”

Imo, besides from the obvious orphan phase,this aspect of ctm’s trajectory is well behind schedule along with several other crucial components all contributing to the depressing share price action now.
But on the surface, that is, with the initial agreement with Vale, the off take is straight forward and already settled - a standard “arms length contract” and .005% royalty for any sulphate produced. Pretty clear. So what sort of additional “clarity” is Gordon fishing for? Imo it’s got to be just who Vale has lined up for the product. Similar to the recent deal between Alliance nickel and Stellantis, which OEM are they dealing with or are projecting supply to? If Vale spill on this, the brakes will come off and we’ll see a much fairer value for CTM.
Anyone have any ideas on what else this required “clarity” could be? Thanks in advance. GLAH