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Yes but we'd still want to know whether it was profitable or...

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    Yes but we'd still want to know whether it was profitable or not.

    Say they got 300/t but without the agreement they would have got spot at 250/t. That means they overearned and we should expect a lower level of revenues vs the indices going forward. And vice versa if spot was 350/t at the time - we would expect a higher level of revs vs indices going forward.
 
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