The Renard option, is what the stewards have labelled what was it ? the fluke of the century ? a no brainier etc ? the once in a life time etc, i cant recall the exact quote. But you can reasonably bet on the capex saving, take a near billion dollars of infrastructure, and turn it into a Spod processor as highly desirable. Who is going to walk away from that, if you are serious about preserving your capital structure, and becoming a developer of spod conc.
Putting Adina aside for a moment....the standalone toll treating hub, has its own draw card for others to avoid the costly, and riskier permitting of a full plant.
Its not just us at the table. Others will be wanting us to exercise that option. Consider what it means for them.
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