I am aware of the environmental approvals but believe there should be significantly more de-risking for the constant reminder of RWD being more de-risked. If its only environmental approvals then my response is that AMN's environmental approvals for sure will be forthcoming and that having a significant % of its production subject to long term off take agreements to me is fundamentally more significant. Both financiers and sophisticated investors require off take agreements in order to secure a revenue stream whereas environmental approvals are a process and one which AMN has certainly under control.
As such I refute sevo's conclusion that RWD "is more de-risked"
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