hesitation may be due to obscurity about what price is being paid. I still don't know if they are getting "spot", spot + premium, or some pre-agreed number with offtakers. the ann said "market rate" I think but that could mean anything without context.
other than that I'd agree the market is sleeping on it. even at $150 USD a ton, they'd be making pretty solid cashflow... if it's anywhere near world bank numbers they'd be dripping with cash to the point where expansion will be paid in cash within 2 years....or there abouts.
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