A40 0.00% 8.2¢ alliance mineral assets limited

Kropka. thanks for your compliment and support.You have made...

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    Kropka. thanks for your compliment and support.
    You have made great points about being ready for the next lithium boom, which I have no doubts will come.

    Another point I wanted to make about being patience is - I rather we do a great deal rather than a fast but poor/average deal.
    IMO, in the current market condition, it is easy to just close another offtake. But if we want to a good deal (preferably non-Chinese for diversification purpose, large enterprise with strong financials who can take shipments with no financial constraints, end-user & not trader who solely depend on carbonate/hydroxide to survive and yet willing to pay good rates corresponding to our excellent quality and with possible downstream business collaboration etc), it will take time and efforts to find/negotiate/conclude.

    If we keep pressuring the management to close the next offtake quickly (say by Mar), we will become desperate. No one can get good deal when they are desperate. So while we keep our hopes with new offtake(s) in Mar, we need to be prepared that the deals might only be ready in Apr/May/Jun. What's critical to me is production continues to hit/exceed guidance, shipments continue to happen regularly. Offtake(s) will be announced when they are ready to.

 
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