A40 0.00% 8.2¢ alliance mineral assets limited

Ann: Extension of Voluntary Suspension, page-17

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  1. 173 Posts.
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    Agreed, third party in the mix me thinks. With A40 remaining in suspension for this long, I now see that the unlikely (and worst case) scenario is that Burwill agree to take on additional volumes at existing pricing. Likely outcome for me is either we have a new offtake partner or Burwill have been forced to match offer at a higher rate. Both good outcomes but there are clear benefits in A40 diversifying it's customer base rather than relying solely on Burwill. Whilst the preference would be to have a second offtaker, i think from here we will likely see either good news or better news. GLTAH
 
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