Ann: Restructure of Lithium Offtake Agreements, page-196

Thank you for sharing.The Jiangte/burwill J/V is not in financial trouble as you say. That particular point I have to disagree with the assertion and likening of it to the AJM situation. Jiangte is a very profitable company with lots of money, the situation of them not taking delivery is due to slow ramp up, not a case of company having financial stress or going bankrupt.

You reference financial trouble

As you can see Jiangte is year on year a profitable very large chinese company, the issue was solely a ramp up issue and them not having capacity going for 200ktpa thus the renegotiation of quantities.

This was referenced in the recent benchmark minerals report. 

As for your other concerns most of them I do agree with, it's been one hell of a sheet storm recently. gl in the future.