Maybe if they had a T/O of PDY the IP solution might not have been included so maybe this way they could make more money with a quicker ruturn in the sub company because there is companies ready to export at the moment than, with just T/o.
As stated they will be other companies waiting for a port and rail ready to export their ore so the return will be immediate for investors and i guess those companies have contracts to deliver said ore for years.
Not just that.. they can shift a lot more 240000 ton per ship instead of 60000.
Time will tell
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