I'm intrigued by the following: Hartshead is also continuing...

I'm intrigued by the following:

Hartshead is also continuing discussions on project finance and is in discussions on infrastructure funding that has the potential to significantly reduce the upfront CAPEX required by the JV, associated with the Phase 1 development project.

This would be positive in respect to whole project economics, moving CAPEX into OPEX via a tariff payable in respect of third party infrastructure investment, and in respect of Hartshead funding, reducing the funding requirement that Hartshead would need to meet outside the RockRose carry.

IF they can move capex to opex then this significantly reduces the risk from any change in fiscal policy to remove capital cost rebates and tax incentives.