I think it's a good possibility, our cornerstone want more share but are limited to 3% increments, it's in their interest for both these and their 10c options to be well in the money.
Also a differentiating factor is Ton's strong connection to China, any offtake should ensure a rerate as binding agreement will Secure finance to commence construction. IMO
I think it's a good possibility, our cornerstone want more share...
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