RE: RE: An off take agreement possible As much as I'd like to see an offtake agreement, I think this is a remote possibility if at all. They mentioned at the AGM that they had been trying to secure an offtake which means they have been trying since the beginning of the year.
The reason why I think Mitsui is a better option is because of their previous MO. They seems to get in very early and sell well before production. I know NECC is in a different situation, but it does point to their investment/risk profile.
A good example is their early stake in Pine Valley, which WTN ultimately bought, the HCC Wolverine mine.