Mitsubishi industrial also have a big presence there. Interesting in terms of the Ganfeng angle, maybe so long as we can sell to other parties they're happy for us to delay deliveries for the $11 million pre payment per PLS announcement re idling intake until converters are online. Massive tick for AJM management if we're getting big volumes away (at a decent price) to entirely new entities.
Mitsubishi industrial also have a big presence there....
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