A marketing arrangement and financing deal?
If the two legs to the announcement are related, it could be a forward sales arrangement whereby money is delivered early for the future delivery of product.
If so, this should be very positive! It should mean funds with no dilution, it would confirm real appetite for the product, it would really vouch for the company's strategy and may bring forward the ability for further acquisitions in their stated aim for 1.5m tons by the end of 2014.
I must emphasise that I have no more idea than anybody else, this is purely speculation on my part and DYOR.
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