Offtake seems more likely. With a JV, you could get that going with or without the NI report we have. An offtake would make more sense as to why they would want to continue drilling to prove up more resources before finalizing a deal of this sort. And, seems like this could be where they are getting the funds to drill.
Offtake Agreement: An agreement to purchase all or a substantial part of the product produced by a project, which typically provides the revenue stream for a project financing.
IMO, this would be a great situation for us, much better than a JV. JV just helps to get it out of the ground. Offtake helps you get it out of the ground, and then buy it from you.
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