Interesting call, clearly plenty of demand from potential customers & I liked the thought process and comments on Financing. North American strategy is still puzzling for me as I would have that hat the EU would have taken all the supply, some thought to other possible sources of raw materials, but to far out to be a real catalyst. It's a hold for me and come back in 12 months and see where we are at...
Ann: EMN Q4 & Year-End Conference Call Slides, page-2
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