A confirmed/ announced 180k as the low case to go into spot market for FY22 is a fantastic announcement. I am not going to take the calculator out but even taking first BMX results as an indicator that is a lot of money...
maybe we will see it sold in larger blocks with phased future delivery dates. Combines the best of offtake (security of supply for the converter) and BMX (high spot rate for pls)
Ann: Commissioning Commences at Ngungaju Plant, page-18
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