trade halt, page-25

I only hold mko and blk... I like ear but went with mko's infrastructure.

The fact is though that mko holders need this and there is a point that the deal can happen with ear.

They also need our infrastructure but given the spare capacity at bronzewing they can always toll treat if the plant is operating.

The comment that mko can feed the plant in their own right I think is wrong.

2.3 mtpa is enough capacity for Julius, bull's-eye and anything mko can throw at it.

The best option is to put the one for all 3 through the plant and get it running continually at capacity.

Whatever form that takes is going to be good for mko

.... Looking forward to Monday

Cheers,

Barry