Oooh, interesting....how do holders feel about sharing half of any 'finally getting an FID and going to production' upside withe AVL?
Obviously joining a major potential competitor takes out a big risk - them also getting up and sinking the V price to below profitable level.
But it also caps the potential gains here too.
I guess the short story is it makes it far more likely you get to $1, but a lot less likely you get to $3-$4.
And of course the potential for DFS Ver 3, or is it 4 to take another 7-9 months.
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