I think there is an element of truth to the story they are selling. They are spinning this offer as an elimination of a project risk. They need the aggregate from PDI to keep costs down but also they need a steady source.
Can they count on PTQ to be able to manage that? If they feel they can't rely on PTQ to manage it without hiccups (ie deliver on promises on time) then they need to mitigate that risk. Either control it themselves or pay for someone to haul aggregate in from somewhere else. Just another reason for them to make a pitch for PTQ.
JFF7
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"Markets can remain irrational longer than you can remain solvent". - John Maynard Keynes
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