I concur.
This story merely says to me they just missed the chance to cash in their chips in regards to the longterm sales contracts.
Poor management always gets in the way of good decisions.
They can still cash in for a decent amount but this news may take a few 10's of $m off the table IMO.
Still watching with interest but haven't pulled the trigger yet.....
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1 | 40000 | 0.295 |
3 | 38000 | 0.290 |
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Price($) | Vol. | No. |
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0.315 | 26353 | 3 |
0.320 | 57453 | 5 |
0.325 | 63915 | 4 |
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