Yes, or perhaps another holder of IPL getting a little nervous.
A nice presentation, I missed the part about B-Doubles to Adelaide.
Mostly things we already knew, the main takeaway for me was the mention of urea traders, I wonder if Yara, Koch, Ameropa and Transammonia could be some of the parties we are speaking to regarding offtake agreements? I hope so, you distribute and flood the market in Australia with cheap urea, undercut Incitec Pivot, then excess urea outside of the main demand season can be exported in an offtake to one/some of the aforementioned companies.
I just hope we aren't talking to IPL, I'd like to see Leigh Creek getting the retail margin as well - why throw them a life jacket when they are up the Creek with no paddle?
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