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Actually if the pigment plant is all SMS technology/IP then it...

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    Actually if the pigment plant is all SMS technology/IP then it makes sense to me that they would want to fund, own and operate. Increased capex will be on them, maybe they source their funds from the German Bank as well, or have enough capability on their own?
    As far as TNG is concerned there'd probably be an increase in opex relative to the increased BOOT cost.
 
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