What a ridiculous response.
Are you pretending that I was predicting a $10 price today?
I set out the revenue requirements that would justify a high SP. If they are not there it won't happen. I also wrote that a case for any of the figures including $2-4 could be made. Didn't I?
You speculate that the contract will be for 3 years. I think that's unlikely.
What are your examples with Frank and how does it apply to the salt slag technology?
You're right about Geelong. So what are the alternatives for Alcoa and SIMS if they don't renew. Are they still processing anyway and negotiating new contracts?
MHM have acquired exclusive global rights and if Frank and co try to take it somewhere else MHM would be in the position of knowing the formula's wouldn't they? Basically that would be text book lose-lose situation.
Do you think that in addition to the Tennessee plant being built that NMP processing is likely to be incorporated?
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