I think it is very unlikely that a significant portion of export customers will be those from niche markets requiring new blends of Primero+. They will almost certainly only comprise a small portion of our total exports. Highly unlikely that a delay for field trials of these niche blends will have anywhere near enough of an impact to affect the IDC agreement.
It’s as plausible of a risk as any other force majeure.
MNB Price at posting:
4.0¢ Sentiment: Buy Disclosure: Held
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