Look if MC gets $880/t for the next 5 months well done to him and I will congratulate him. But in my opinion you don't give upside risk to your pricing if you're Burwill if they don't get anything in return (read downside leverage). TAW aren't in a position where they can not sell product in my opinion. We will see what future offtakes look like but at the moment I don't see that they had that much choice hence the amendments.
A40 Price at posting:
23.5¢ Sentiment: Hold Disclosure: Not Held