Good preso, was good to hear the first time that the gas equivalent price in Kimberly for diesel that they're trying to displace is around $20/GJ, this is huge. Combined with the low capital costs he mentioned and FEED decision by end of 25, looks attractive. First gas 27 though is a long time away so cash flow strrategies and "hope" are paramount to avoiding CR or striking the wrong deal for Rafael under pressure.
Good that everything appears to be on track. We wait and see now.
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