Dec 31st D-Day, page-698

There are several factors intersecting here. Having an off take partner acutely attuned to market conditions is a huge advantage. If they are content to pay that price and effectively underwrite the finance by adopting either equity or finance injection then all well and good. Paying the bfs price slots in with their strategy of the last two years of selective preemptive investments to position for tomorrow’s conditions, i.e., 3 plus years, today’s are irrelevant for them.
Be interesting if they adopted either option just to see what the flow on effect would be for financiers, no skin off their nose if it falls through, except losing AUZ of course.