I think you nailed it as far as the price dropping is concerned. I reckon a lot of people's heads are gonna explode if they read in one more Quarterly that offtake discussions are progressing well.
Personally, I still think that the offtakes will be ready when they need to be ready, but it seems the market just called me a fool.
Ann: September 2016 Quarterly Activity Report and Appendix 5B-CXX.AX, page-45
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