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12:12
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Originally posted by Dabbler009:
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Was wondering out aloud what would happen if Paul just did an offtake agreement directly with CBMM. Ideally wholesale supply at 5% under the market rate and effectively you then have direct access to every existing agreement and supplier that they have. Market pricing unimpacted. Supply customers where transport costs are lower for anywhere it is quicker to ship to from WA versus Brazil - basically APAC customers. Gets around FIRB issue with limitation of direct holding/investment by CBMM. Allows access to processing and product line IP. Maintain flexibility to establish new customers outside of this agreement so it is not perceived as anti-competitive.
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That's a left of centre but clever idea
(20min delay)