Loading…
Loading…
Savannah Resources plc (AIM: SAV) is a UK-registered junior mining developer whose flagship and effectively sole asset is the Mina do Barroso lithium project in Boticas, northern Portugal.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 1 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
Heads of Terms (non-binding) for 45ktpa/5yr spodumene concentrate offtake (225,000 DMT aggregate) at market prices, coupled with a GBP16m AMG equity stake in Savannah Resources plc; option to expand to 90ktpa/10yr (900,000 DMT) if Savannah secures an acceptable full project-financing solution. Ties to the Al Marjan Limited 12.69% shareholding already noted in this dossier's ownership block (AMG-linked subscription). Savannah separately stated it is negotiating a second offtake with other counterparties, unnamed.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
This company sits on the supply side for 1 of its 1 materials — a restriction on those is a tailwind, not a headwind.
As a producer, policy pressure across its produced materials is flat.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
No actions in the register have named or swept this company in the last 24 months.