JM did mention Honduras as an aside (to the Panama deal) but the two possible new project’s agreements, one of which we hope to have done by the end of the year, are SE Asia and Panama 😊
Of course I’m not alluding to that being related to our sp on next few RNS’s
If I were a gambling man I’d say that if Morocco trial is successful and Valkor revenue comes in before MSC trial starts. Then I think we’ll smash our ceiling during the trial, probably on interim loNOall clear!
Of course we will all have our exit strategies in mind so this is is idle speculation 😊
Yes Cargill the largest mover of dry and wet cargos
Not lost on me after listening to Seedmix’s deep dive that our Blend On Board option will be ideally suited to Cargills customers and vessels where third party customers might influence rerouting a bulk cargo at any given time due to spot prices opportunity or other need in some far flung corner of the world.
Plus the fact that Cargill are our partner of choice for raw materials procurement and delivery as well as fuel sales.
When we need wood chip/ plant waste oils etc to satisfy BOB requirements I’m guessing Cargill will be supplying and having BOB themselves will enable flexible routing to enjoy premium application of spot price economics.
Some joined-up thinking has put together this tri - party agreement. It’s clearly forward thinking!