I'm not disputing that they will have other grades stockpiled (surely?).
My concerns are twofold, firstly they appear to be using another customer's ore (ore belonging? to IFO) to satisfy this order, what happens when IFO want their ore, secondly why doesn't IFO want their ore?
This IFO order is starting to resemble the BMM order (appears to exist in the announcement only).
NSL Price at posting:
2.1¢ Sentiment: Hold Disclosure: Held
(20min delay)