Am I missing something here? This is basically a replacement off take deal for GL.
Stage 2 expansion DFS was going to happen regardless of this announcement, no?
And the new floor price is looking like 50c with the current price already sitting at about 55c, not saying this is bad by any means.
But is it really that much different from before??
Ann: Great Wall Motor Backs Pilgangoora Stage 2 Expansion, page-21
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