I don’t know Trent …
The [MACA FY’22 Annual Report Presentation ] does not show any security at Pilbara Minerals beyond December:
… and the new Alkem contract is short as well.
Which leaves only Ravensthorpe in the battery minerals sector which is the one I thought NRW was focused on expanding .. And MACA has been talking up its 600(?) items of fleet but that includes all the old equipment that was pulled out of Karara.
I guess it depends on opportunity/cost in regards the supply chain issues and what else out there might be for sale?
And if anyone - including Theiss - is looking at taking over NRW down the track?
…And multiple other factors about which I have no idea
Interesting times?
cheers
Ann: NRW confirms MACA (MLD) approach, page-33
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