Macquarie are going to want top dollar to make their efforts worthwhile, but the Doc is probably going to make them work for it. From where I'm sitting, the most logical path to reaching this outcome is for Macq to lean hard on potential offtake customers, JV partners and so forth.
Either way, the Doc and Macq are not here to fornicate with arachnids. I expect the market (and therefore SP) to react accordingly.
All IMO. DYOR, GLTAH
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