perhaps but until the market pays a premium I won’t believe it...

perhaps but until the market pays a premium I won’t believe it actually gives much competitive advantage. Will be resssuring if we’re first in line to sell, but if it’s so in demand why aren’t we able to play suitors against each other and get more for it? All the time we’re stuck this far behind nameplate and at prices in this ballpark we’ll stagnate and debt holders will prosper, with ongoing risk of dilution to cover any unforeseen problems/plant upgrades needed. We’re treading water at best in terms of financial situation and thus stuck here for now IMO. I can’t personally sustain any additional exposure based on the hope of refinancing or the hope of a JV for stage 2 in terms favourable to current shareholders. I’d prefer to miss out on some upside in return for more certainty in it.