The 18,500t was a separate one off contract at market prices and my have been done acknowledging the fact the existing contract remains in place and likely favours Yahua .
Who knows exactly how the existing OT works and in fact if it expires in Nov 2023 as I believe it does....I just like to use what I consider a very conservative number ( it was a figure from another poster)and not assume market prices untill proven otherwise...
Cheers Whisky
CXO Price at posting:
94.0¢ Sentiment: Buy Disclosure: Held
