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''It means that optionality for us about who we look to supply,...

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    ''It means that optionality for us about who we look to supply, who we potentially look to work with is still before us. We are not forced to make decisions on that more quickly than we otherwise would need to.''

    This bit stands out for me as the key to managements thinking, no need to keep pouring cheap fines into Chinas stockpiles better to stockpile it ourselves and concentrate on greater efficiencies and liberating more large flake.
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