The only negative I read was the 7% below forecast production for the end of 2018.
Other than that, A40 is in a sterling position because it can diversify its customer base without reference to its prepaying off-taker.
They will be paying off the prepayment by way of discounted ore delivery too which is OK I guess.
Good fundamentals.
Ann: Restructure of Lithium Offtake Agreements, page-9
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