Guys,
It's not that bigger deal having Dupont on board, they sign everyone up.
The question you should ask is: Why would Dupont sign up with MZI but not have a long term deals with Iluka, Rio or Tronox?
or better still, why does Iluka, Rio or Tronox not have a deal with them?
Also
Why was the pricing mechanism not mentioned in the announcement?
Pep
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