I agree with you, although I can see why others build expectation regarding the "blue sky" opportunities, because its not just a guess, but coming straight from the horses (JM) mouth on multiple occasions.
Everything he has said will happen so far has, so its not unbelievable to think that he can deliver on the high value stuff too. However he has also said the DFS will purely be for ceramics, so I would hope people don't get disappointed when its not multiples of the PFS
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