cruz the April presentation said that NMP was built into the $8.6m forecast. There was discussion of this, personally I was a little disappointed it wasn't extra icing on the cake given some of the postings here that it could double or treble the profitability. Today's announcement confirms this. I think this offtake was a formality which is why it has always been part of the forecast. The real value adding of the NMP could yet make a difference to profit in years to come but perhaps is unattainable for the time being.
Bottom line I am happy their forecast remains on track.
But the US is the key if we want a rerating.
A US roadshow prior to tangible US related announcements eg selection of site / contracts, is a waste of time in my opinion.
(I used to post as ACB)
ann: alox offtake agreement, page-18
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