The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Where were they when the initial offtakes were being sought… we have demonstrated how the project can be scaled up to supply additional offtakes above the 35ktpa commitments already made by hanwa and ganfeng… aka tesla at the time… plus anyone else that might want some of the 100ktpa lce and more (if demand for competitively priced local lithium warrants further expansion)…
The🇯🇵🦅has🛬…
they normally book them in for the minimum shipment (previously 45kt always exceeded)… so they’re either getting better at guesstimating how much they will beable to load up… or they’ve increased the rated capacity of the port by 2.25mt for recent improvements… or it could be a balance of what’s leftover / stored at the port ready to ship… or a pre-sold shipment / specific amount ordered by someone to be delivered to wherever it’s going… or…
wait and see what it sails with on tuesday… and if it gets confirmed as dev ore…
They have used that terminology in previous reports… disappointing that they allowed the banks to be in a position to paralyse the project… we’d have shipped the stockpiles at peak rates and have a significant amount of cash in the accounts had the banks not delayed and now stalled everything…