That is my main takeaway. We get the Germans to do a guaranteed fixed price contract to build the first one. We pay plenty for the certainty. The Germans get it up and running iron out the kinks and document learnings in commissioning. The next one if it comes, will be leaner meaner and less risky. Lets see whether the other (MF's excuse me) competitors get to before we make a decision on no. 2 which in itself involve financing. Our competitors will faced with the question how proven is their process regarding financing. The announcement underlines how for we've got and what should be priced into our value.
ATC Price at posting:
13.8¢ Sentiment: Hold Disclosure: Held
