Wir brauchen ein oder besser mehrere offtake agreements oberhalb von 10 Dollar/lb, am besten 10,50 USD (im neuesten BFS Announcement sind sie im Base Case von US$10.73/lb ausgegangen, das ist durchaus realistisch:
Die Lager leeren sich (von 70.000 auf 40.000):
Financing and Offtake
Negotiations with shortlisted offtake/financing partners have progressed significantly. From an initial group
of over 30 interested parties, the Company has shortlisted four parties which can provide both offtake and
debt financing. Due diligence by all these parties is either completed or nearing completion and the
Company will further reduce the shortlist down to one or two parties during May 2023 and will then
negotiate separate offtake and debt financing agreements during the remainder of the June 2023 quarter.