In response to SPM
I'd be suprised if we get anything further before next week (unless its a BoA). If folks sell tomorrow on this ann. before waiting to find out next week who/why agreement was cancelled then thats on them if they get it wrong. Again a little ambiguos but thats probably because of next week.
If it were any of the other agreements then I would consider selling myself but given its the KCM then im under the impression this was done by ADN. It was probably a get out clause if the price of Kaolin increased between signing the contract and a BFS being done (maybe FID).
Personally I think this is great, if it was not a positive for ADN then I would have thought that they would pull next week's ann. forward to explain.
In response to SPMI'd be suprised if we get anything further...
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