General Discussion Topics, page-10247

The offtake prices will vary throughout the contract period between min and max - normally I like to be conservative - however, both the near and longer term supply squeeze should ensure good price points - anything over $700 is rather attractive - if only both AJM and TAW were getting those figures they may have avoided the path given to them - guess they got in a little too early.

As you know, I was rather concerned with a possible trifecta - grateful that SYA looks as though it will avoid of joining that list. I wasn't as courageous as yourself by buying up big at the sub 1c levels, however managed to thus far claw back funds invested. Anything from here on in is a path towards clawing back the other two. You on the other hand must be rather chuffed by your gains to date. It's a good feeling not having to rant since NAL bid win. Best to you and all.