okay, I understand.
that still doesnt change my view that $100pt CAPEX is still too high. regardless of whether that was double before the new extruder.
again, this is my view based on my knowledge of project financing. a banker will find it difficult to tick off on FID on a new technology plant worth $200M.
By the way, we havent even started BFS on a particular plant yet! When and where will this happen?
I'll get excited when this is announced. But that will also cost probably about $3-5M through to FID.
top strategic move by top team, page-60
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