I'm personally not getting my hopes up for CAPEX reduction. It'd have bigger impact than debt funding announcements though, so very happy if it does happen.
In the recent Market Bull podcast, SG said NAIF is currently looking like $250M. Again, it's possible to be more but let's not assume it will be.
All things are lining up well and I'm looking forward to more announcements.
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I'm personally not getting my hopes up for CAPEX reduction....
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