Yeah I agree with your points. This is the guy that has been developing the HF process for years. And has us years ahead of competition and positioned as a near term BAM producer. All that work to have the rugged pulled at the last minute? Nah doesn't seem right. Must be something bigger happening in the background. All those years to change it at the last minute? No way.
Remember back in Feb 2021? When Spinks gave us that tip of the cap? Ann to say GE is progressing with design for BAM facility. Will we look back at this Ann and say it was a tip of the cap? I hope so.
Ann: Annual Report to shareholders, page-45
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