Yup, that's one approach, capital based off-take agreements is another, shared ownership-use model is another, partnership (or JV) approach is another etc etc...conventional bank-style funding (e.g. debt or equity) or even market-style funding (e.g. long term bonds) will cripple SFG as the PSD project is so much bigger then the company and the capital demand will push it beyond sound risk management boundaries.
In a strange way it reminds me of what has just happened to SGH...take on something too big and it consumes you to the point of exhausted failure.
There is another highly relevant and compelling option but being the selfish prig I am I wont share it on here...
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