If oppies all get converted they could effectively start the 2nd module & 30 hectares of ponds on when funds clear from them- building 2nd while fine tuning 1st. I'm sure Jz would have considered it ( maybe planned it like this). It may still be an option if he does not get the Deal he desires... it's a good ace to have up his sleeve.
One would expect the Balls in our court atm given expected supply/demand outlook & spot price.
It's fun seeing sp scenario's in the mean time. Next 4 years should be more fun than the last anyway.
Tight lines.
Li-related News/Articles/Reports, page-396
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