RE: Costs per tonne re shipment25 Apr 2025 09:04
Rotter i think the govt payment would have been expected.
The SC buy out i'm not so sure about. I'd guess Hainan were always thinking about it, Im not so sure KOD were, not with KMUK paying anyway.
Final judgement needs to be reserved until we see the actual offtake agreement, but at present it dosn't sit too well with me that KOD are paying 49% of something that may only benefit Hainan