Ken states in the announcement of today. "We have plenty capacity to support both our existing customers and new customers elsewhere." I don't think he would make that statement when he is only thinking about a 5mt pa mine. Because if that was the case they are fully committed. I am reading this as a mine that will be developed exceeding the 5Mt plan. They might be waiting with announcing this till they have a resource upgrade so not to shorten the LOM, IMO.
Ann: MOU for South Korean Downstream Processing Facility, page-32
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