Listening to the call, and in relation to naraha commencement of production:
Martin gave the bare min summary update. It’s was brushed over and no discussion held at all.
what do we know? Well it’s been almost ready to commission for a number of months now.
that pictures of the plant show what looks like, a fully built facility ready for operation. So what the hold up. Covid is a convenient excuse in my opinion. Locals build the plant and locals can fire it up.
I suspect we are are waiting for the puppet master to pull the strings in the EV direction. I’m glad transfer pricing was raised in the call. Martins tone, sounded offend at the question. Don’t know why given the previous apparent lack of vision on sales contracts. GXY merger and rolling spot sales from Catlin saved OREs balance sheet. No doubt GXY holders got sold out to date.
anyway that enough from me, carry on fleecing the market.
rahul actually asked some decent questions this time, I was surprised.
you would imagine some of the major holders would want to start to see some big deals done soon?
