That's an interesting take on it and food for thought.
Yes I agree Mitsu being ruled out as per what JZ has said. I've mentioned this a few times now, and have referenced the interview (I would have to dig it up), in response to some of the wild speculation by some that Mitsubishi is in fact the offtake partner. I have also previously stated this could have changed since his statement, but I'm leaning towards not.
Definitely choose your own adventure. Just awaiting
@GCar to explain what the company means, as he has had a career in this industry and will know all the terminologies used. One reply to put all our speculation to rest. Keenly waiting.
(20min delay)