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
A40 Price at posting:
25.5¢ Sentiment: Buy Disclosure: Held