A40 0.00% 8.2¢ alliance mineral assets limited

Ann: Restructure of Lithium Offtake Agreements, page-35

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  1. 416 Posts.
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    I am not a fan of basing pricing off of spot market as it's small and easily open to manipulation.

    I think we have no choice now though after AJM/PLS meekly gave low pricing what can we do, it's bad for everybody.

    I do like the $880/t clause though if they want to go too low, then we say no and they still pay $880/t, it means we retain our advantage for now.
 
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