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This part was interesting @danbradster. From 3min 50 sec. "go...

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    This part was interesting @danbradster. From 3min 50 sec. "go after RPM, and it's a much lower cappex, orders of magnitude lower than that 400 million cappex".

    That to me means 40 million cappex for RPM, but I doubt it. I'd remain optimistic that it will be less than a quarter though, so less than 100 million.
 
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