I assumed US was a valuable current customer and buyer and that has and will increase.
Hence their large financing gift to establish US based processing for future supply and purchasing.
The lower production this quarter could attribute to SOME higher pricing of products as seen in recent increases and stability in two pricing.
In any case the wettest season here in 50 years up the road in Phuket will abate soon and water supply issues will be a thing of past and just maybe a huge 9 months of uninterrupted operations will see an excellent full year next year and of course Kal commissioning etc etc etc. Global stability - more US funding and the like.
Technical, page-1906
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