Look forward to the next Saint Gobain related announcement to get some clarity on what kind of MoU it is and which direction we are collectivly heading into. Looking at the scope and size of StG business, this MoU could mean any number of possibilities for us: Access to cheap finance, off-take of lower grade product, new markets for high tech materials, first step in a StG diversification (t/o). Looks good and its just an MoU so optionality remains.
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