If they expect to be able to cater for both MOU partners at the...

If they expect to be able to cater for both MOU partners at the same time, it's another scale-up of the plant from the one they were thinking about. It makes the BFS a bit more of an exercise. Assuming they are simultaneous contracts, they'll have to incorporate the scope for a 16,000 tonne operation now and see what happens. This gives them more options so it's a good thing.