Hi tp,It is hard to say.OZL is very proud of it's 50% Copper...

Hi tp,

It is hard to say.

OZL is very proud of it's 50% Copper concentrate. Would it want to dilute that market position? IMO, probably not. When P Hill was built, it used the best of equipment and that now shows in regularly hitting 110% of nameplate capacity. Again, I think they would want to replicate that quality of equipment.

Now, contracts can always be amended and I think that OZL would have a gantt chart of what needs to be ordered and when and the critical pieces that they would want to influence in the design.

Within 2 months? possible, within 6 months, probable. If not by then, then probably not at all.

The C announcement certainly indicated that Bus Dev activities were not off the agenda with the purchase of C. I take that to mean that they will still have SFR on their watchlist and be ready to pounce.

I have not really answered your question, but had a two way bet. I suppose the best I have done is to add some context.

HT1