what no one wants to talk about, page-3

Consider this-AGO bought the previously listed Aurox back in boom days not because of ore resources but because they had 10mt port capacity. No port capacity no sales, no money. Minres cannot reduce their opex, or sell their ore grade profitably without increasing scale. They cannot increase scale if they do not have port capacity. Atlas has the right to use port capacity but does not own this-without this allocation there would have been no bid by Minres.