Very (very) ironically, timing might just be right to go a bit harder into POS. Not sure how much will be in it, but financing/offtake/FID look to be getting very close.
In time I will probably lean toward S32 and PLS (am getting a bit tired of this small end of the market - current MCR situation case in point), but just think risk reward in POS might be worthwhile over the next 3 months or so.
Very (very) ironically, timing might just be right to go a bit...
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