STT Weekend Lounge September 9-11, page-108

I didnt apply for NFE simply cause I want to watch it trade a bit before I enter. Ofc at $16m EV such little risk but its not my favourite on the list.

CFO on the other hand I like more, but by the time I did my DD it was too late, was researching the material couple days back its got a lighter density than wood but is on par with same compressive strength as concrete, others can imagine the implications of those material properties as they will.