The Samso interview tempered my expectations for the DFS, but not for ADN's medium/long term development.
Joining some dots (that I may have imagined);
- the DFS feeds into the BFS.- they're contractually bound to do the BFS despite their strong position to get funding.-BFS needs contracts and prices all tied up in a bow.-therefore the DFS will be fairly conservative and limited to what they can lock down in the immediate future.
Hopefully they can construct the DFS so it shows the future potential and meets the DFS/BFS guidelines.
Maybe MEP can drop the BFS obligation and the DFS improves?
Like I said, I could be joining imaginary does and be off the mark.
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The Samso interview tempered my expectations for the DFS, but...
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