That’s the catch isn’t it, if he hasn’t nothing to report on regarding stockpiles agreement with converters, than we the market is factoring a no deal into the SP.
If he comes out with an announcement stating we have a no deal with converters than we may have a deeper route to SP.
Im not happy at all about another missed goal and feel transparency should be higher than currently.
I guess he will add it into the Qtly.
Before Jan 31 Qtly I would hope we have part of the funding solution early next month.
LT-B1
LPD and COP28, page-231
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