He suggested the scenario of NAL selling to PLL for $900 whilst costing $1,000 to do so, thereby losing $100 per tonne. Why would NAL do that? I don't think even Keith would stoop that low to allow that to happen. Also, why is Todd saying $900 when it's probably more likely $810 for 5.4% spod? Are you sure Todd was present when the ramp up deal was negotiated, because what he is stating is not what SYA have told us?
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