A40 0.00% 8.2¢ alliance mineral assets limited

Ann: Restructure of Lithium Offtake Agreements, page-24

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  1. 3,276 Posts.
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    Path now cleared for 2nd offtake partner...I would be very surprised if discussions are not already well advanced...once again proves over supply

    roomers to be a lot of hot air...it is not easy to produce quality Li concentrate without any bottlenecks during a 12 month period...with all the battery production capacity increasing worldwide, I think it would be save to assume that there will be a few different interested parties already in discussion with MC to sign up for balance of stage 1 and also stage 2.


    Prepayment frozen -  nice compromise and will help with cash flow


    News on 2nd offtake partner with some form of pre-payment arrangements (as alluded to by MC during previous comments) will not be for off now, IMO


    Strip ratio projected for some serious improvement


    Tantalum offtake due at some point


    Bring on the expansion drill announcement next ...

    Last edited by unicrumba: 15/01/19
 
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