Excellent post and imo it is scenario 2. Paying extra capex speeds to the project so the DMS can supply Spod sooner. By paying extra capex Core gets perhaps one, possibly more months of production in 2022/2023. If Core were to get an extra 15k shipped at $6000, there is US$90m extra revenue and a very good payback on the $6m.
Ann: A$100m Institutional Placement, page-208
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