Ann: Half Year Report and Appendix 4D, page-10

3-6 months  left i would guess otherwise the big players/holders  may have a say.

As we have been saying - we need a reputable, credible and bankable foundation customer like a mitsui mitsubishi maurebini - to step in

The fee market has clearly moved down below $2.50 - time to adjust expectation $2.00 -$2.30  ?

We have an extra 800k capacity and a circa 500 per ton cap ex - supposedly best in class cost - surely that must leave enough pie to share around - shave off

time is running out now 

* be mindful tariff issue is now expected to take till june at best to sort out according to latest reports - and then US will want to retain a tariff stick -- i hope they have been "navigating" a lot in the background and the ground is hit running 

gltah