RE: Bumper start to the new month4 Sep 2025 16:36
Still to be seen what can actually be delivered, too early to say they cannot deliver on the current assets. But the Manica deal to dispose of, is making their long term strategy possible.
As for the JV to develop the Moz mine in the first place, that is a different matter. Don’t stump up any capital toward plant and you don’t get to dictate unrealistic terms, essentially the same reason it was off loaded ironically.
50% or 70% where is the confusion, it’s black and white in the SK JV acquisition RNS with colin giving a tangeable reason ‘why’ Cooperlemon wanted the deal to be structured this way.