There have been rumors floating around for months now about BYD wanting product from A40.
No one knows though cause Burwill/Jiangte have the option whatever gets offered from anyone else Burwill/Jiangte can just say ok we will match that.
The thing BYD or anyone else who is interested will need to work out is what kind of offer can they make that Burwill/Jiangte can't match in terms off pre-payments, pricing, development options.
For now we don't know what this trading halt is about, this might not be the new lithium offtake it might be tantalum offtake going binding.
Whatever happens that extra 100ktpa needs to be placed sooner than later.
A40 Price at posting:
25.5¢ Sentiment: Buy Disclosure: Held