Offtake, and particular the terms agreed and of material impact will be if there is a form of prepayment attached, if so, combined with the robust production increase achieved over the past 2 months and assuming they manage to continue that trajectory...things could look very interesting...if above all plays out, then a CR very unlikely and a key criteria for myself.
A40 Price at posting:
18.5¢ Sentiment: Buy Disclosure: Held