RE:RE:RE:RE:RE:RE:RE:DAVID CATES ON BNN AT 1110I pity Cates right now trying to figure out at: what price, how to structure an offtake. Trying to get a feel on how high the spot will go, worrying about leaving the table too soon. I wonder when we will start to see medium and longterm proces published - hasn't really happened yet so maybe inferring more credibility to the "Guantlet" scenario.
But the leadership has been damn efficient and credible so far in the strategy game, whatever the offtake ends up at it will likely be innovative and sp accretive.
GL