In current supply demand- I was listening to something last night that suggested we may well be able fund fully in prepayment as thats just how tight new supply of product is.. @ slight discounted rate to spot... I don't think majority of us understand just how out the supply demand ratio is moving throught this decade.
We don't realise how fortunate we are toAls have not signed off on a deal & ot yet as the conditions have become expodentially favorable for the company in the last 12 months..
Also we probably don't realise just how perfect Jz's timing was to cap raise and get into 2000tpa plat given not just the lit macro at the time but through out the Covid plandemic.
We are on verge of 1st producer, premium product that with its esg credentials will likely go into a European, North Asian or US market.
Just have maintain patience however we are very close to high growth period..
Had a silly thought last night corrosponding to production expansion
$1+>1year-2000tpa, $3+>3years12000tpa,$5+,5years-22000+tpa
Given peer comparisson its not as crazy as some may invisage...
Anyway tight lines, stay patient
Nuff
2022 Charts, page-2000
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