Another variation that the ECE component had to be removed or heavily divested to lock in a binding deal - off take. After all ex China supply is critical as ESG requirements.
Yeah doesn't make a lot of sense really but for the timing for which they are now unders of 5% from dilution and recent sell down.
Not savvy to all particulars of the earlier ARU activities. In and out and looking in for years but I figure the ECE tech expertise must have been very valuable to refinery production to occur in a couple of years. Will their absence - that is if they even divest their entire holding which appears their intent - impact the refinery build and commissioning - the tech requirements to produce immediate quality nd/pr ? Just curious.
Another variation that the ECE component had to be removed or...
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