A4N real deal, page-211

i am just saying nothing is a sure thing.....and a lot rests with Alcoa.
I agree we are the same, we need Orica to close and offtake to become binding.
Currently you have no line of sight for end buyers, its all here say.
Going into a 90 day exclusive period gives no insight as to whether Alcoa will proceed. Its "i am confident" chat.
The market as you know can change very fast.
And i think without Alcoa it will be very difficult to get this project going, it will fall away like Altech.
Its a pretty binary outcome, either hero or zero come August is my view. You dont have to believe it.
Reminder A4n First process has 4 different products to offer. FYI offers just 1.
If Alcoa dont go ahead i will feel sorry for the whole situation. it will be a negative for the whole space.
Just prepare yourself and your outcome if Alcoa walk away.....