I think a JV would actually be a pleasant surprise not a negative like it appears you feel.
"Has anything in your mind happened that indicates a JV or you’re spit balling again ?Most theories by posters have been off."
Lets say it's the same feeling i had when I was calling for Capex blow outs 6 months before the AFS drop.
Or warning about HPA delays prior to the Ann dropping ( demo plant is still yet to be built)
In fact I think I have a pretty decent hit rate on predictions.
I don't hold a static view for years my opinion is fluid based on the data that is Infront of me.
Associated News, page-530
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