RE: TorP structure11 Jun 2018 12:46
Where did the company say that? Seems a little odd to me.
Sale prices ought to be confidential. I agree that potential customers may be playing a game of poker but that is only because that is what I would do if I was committing to buy 2 million tonnes per year for several years. The risk is that Sirius get their required sales elsewhere. However, it does seem that demand for Poly4 is not as intense as we might hope and, as time marches on, that will be come a little concerning.
I am not worried yet.
OR