15 c = 300m is cheap and will be their project if they really want it …at 10c we worth 200m out of the question but somewhere in between for me ..
Btw they acted like predators in tgs situation which is a copper play with some cobalt , hope that’s not the case here (by threating us to withdraw from their offtakes obligations if we don’t sell cheap ) … maybe that’s why psc done the second cr ..to be safe cause they knew what’s coming ?
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Ann: Market Update to Sinomine Transaction, page-17
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