Hi Buzz, on the good news front, don't forget MIN/Gangfeng looking to buy out NMT share of Mt Marion. Certainly a lot happening in the sector.
Appears to me that the larger players are looking to lock in longer term supply arrangements, eg the AJM deal you mentioned is for potential long term supply from phase 1 and also gives Ganfeng access to 50% phase 2.
So let's hope something similarly positive for A40 as well.
A40 Price at posting:
25.5¢ Sentiment: None Disclosure: Held