thanks for posting wasn’t even aware this was on the horizon / agenda. Great interview as always but I’ve got to agree with HK I sensed a potential delay to DFS and a slight awkwardness given it’s already been delayed.
also got the feeling things aren’t panning out as planned in China hence why we haven’t seen any BOA’s yet. Is Covid really still an issue over there? Maybe a blessing in disguise if we can find more stable long term markets.
was also surprised about comment on commercial concrete trials as in the samso interview JM stated they would be finished this month (Jan) and in this interview stated they are on going.
as I said overall great interview and comments about ML application, access to Camel Lake and HPA / CC all positive. I think it’s just fair to be balanced and point out the things that maybe aren’t going as originally planned.
let’s hope our run up over 30c continues this week.
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