Thanks @grayps
To put your niggling thoughts to bed think of it this way.
We have a pilot plant to prove the process and get it all right going forward.
Mitsubishi have our Stage 3 to watch from the sidelines and ensure it's all running to plan before they need to risk mega bucks.
The Koreans take the risk but get the product earlier.
The Japanese get their foot in the door and have first bite of the cherry to upscale further once all the boxes are ticked on an even larger scale...
As I said before - plenty of upside!
Perspective, page-9
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