General Discussion Topics, page-103425

The $200m makes a lot of sense in the whole scheme of ‘ramp-up’ between :

1) Treadaus plans which are fact - He wants downstreaming ASAP (we are part of government plans.. these raises aren’t for a lifestyle company so ignore the finspo and fintwit idiots)

2) Possible theory that the offtake wants a lock in of more - They want to confirm the ramp up can continue and maybe get their hands on carb/hydro to extend a deal past 2025 and beyond ? We could have survived selling spod easily, sit back and earn quite a bit but why the rush now and to ensure we’re beyond cashed up for future plans?