I'd imagine their spod is different to ours, and that we need...

I'd imagine their spod is different to ours, and that we need the processing exactly how GF have optimised it? The cost to kodal for their cheaper capex in recovery is also substantial from memory. They plan to build further stage from cashflow I think.

If we have stage 2 of Goulamina up and running at nameplate, I don't image the capex will be a problem at all. Be 4 months profit.
Again send half to GanFeng, and half to North America to diversify risk further, we'd be serving three markets in China, Europe & North America.