It was quite clear the dso option would generate no blue sky margins and is thought by management as just a stepping stone to fund and avoid dilution on the road to higher valued scenarios. Dso will not replace dry processing. Announcement stated as well that they are evaluating/considering this option and decide later. Altough most were hoping for more dry processed offtakes i cant see a bad thing here. Its just got derisked and a possibility offered to bring this really fast into production
It was quite clear the dso option would generate no blue sky...
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