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Names little

9,332 Posts.

194

28/09/16

22:30

Post #: 19491587
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Originally posted by Barry Crocker ↑

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

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Hi Barry, agreed we want the plant running at capacity and agreed both EAR and MKO holders should see value appreciation from a mutually acceptable merger. The the plant is the Jewel though and we shouldn't forget it.

MKO Price at posting: 7.1¢ Sentiment: Hold Disclosure: Held
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