Let's stop the AUZ comparisons around here, It's just no longer pertinent because they were unable to ever sign a binding deal. Now that ARL has, can we even call them peers? No matter what one thinks of AUZ good or bad, it's completely pivoted and ARL is now also playing a different game at a different point on the lassonde curve.
I no longer consider them peers for this reason, I don't think it's a realistic comparison to make.
Ann: ARL SMM and MC to form a JV to develop KNP Goongarrie Hub, page-389
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