it will be fascinating to see how many more offtakes to come. There will definitely be some competition for the remaining 60% (or perhaps less given KB mention of keeping some up his sleave). You wouldn't think they'd be dishing out from the ramp up 4MT bucket yet but perhaps assigning smaller percentages to a number of parties with the carrot of future tonnage increases?
I like the idea of having no lock on the future 2MT production, be awefully tempting for any takeover parties.
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it will be fascinating to see how many more offtakes to come....
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