Absolutely ANZ - that was/is my number one question. Imo, it remains a significant concern in light of the fact that all this delay re the preferred partner is only wrt Artemis. Also I note that they have a CoS of 20% for Artemis which they then multiply by 1.6 due to structural conformity and observed amplitudes. That seems a very bullish call?
Remain interested in Artemis but prefer MOG its significantly higher leverage.
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