I'm also keen for the BOAs, but if DFS has been postponed to incorporate concrete Avenue, would we be better in a better position negotiating after that? Especially with it being this quarter anyway?
I think the DFS has the potential to be another rerate, although smaller leg up this time, whereas a BOA at the the revised rate at DFS would be a far more significant gain, especially if it's into the concrete market instead of ceramics.
All in speculation of course, but this year should be a good one!
General comments/chat, page-14753
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