The real issue is not AC at all, the real problem is the project timing. Recent wording is FID 'READY' 2024. Doesn't necessarily mean they will take the decision then. They could delay the decision for any number of years going forward, we just don't know. Regardless of who's on the board, the project risk is real and out of CVN hands. Therefore, monetize the assets any way deemed value and move on. I've been here since Thailand. It worries me is where this whole saga will be in another 2 years, 5 years . Will we look back and it still not be developed ??? I happy to come back to this post in the future
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The real issue is not AC at all, the real problem is the project...
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