Ann: Restructure of Lithium Offtake Agreements, page-117

Agreed, an overreaction today IMHO by a market presented with 'merely' a good announcement as opposed to a blockbuster. The gleaming ruby for me though is the banishment of the offtake exclusivity. This will be a boon for LT holders as we cycle through the production gears and resource upgrades in the coming years - 'grab your partner and do si do'. 

Took the opportunity to grab a handful more today before tomorrows correction!