Good analysis, worzel.
I did read the bit about the unchanged throughput at 3.6Mtpa but its significance didn't click in my mind. Was too distracted by the words "incremental" on the first table.
Had wondered why the market was unresponsive after the announcement. The coin dropped when I read your post. Cheers. R.
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Good analysis, worzel. I did read the bit about the unchanged...
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