Why is the agreement with QPM a problem - more than likely LG have projected their requirements and have gone out to source that requirement - they would clearly also have diversified supply agreements with other companies for their requirements.
Easy? There would be quite a few small ASX listed resource companies with attractive projects who might disagree with you.
I know nothing about QPM or their project profile - that said I believe it more likely the muted market reaction to the LG announcement is more reflective of caution due to the prior SKI experience and the large project funding required rather than any concern about a agreement LG has with another company.
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