Walked right into it:
While this throwing some serious shade at other companies, I think its actually right.
As for funding deals - well GPX actually lent $5M as part of the deal to finish the DFS and the deal also included a big chunk of the CAPEX - but don't let reason get in the way of a good story.
Castlelake is, amongst other things, the world's largest leaser of aircraft - I'd imagine the current environment for aircraft leasing has led to some capital conservation.
If, as expected the funding has fallen over, you could say "ya ya ya look at us" or you could say "hey these guys got funding without offtake agreements and if not for a global pandemic were well on their way"...
I know this forum will take the ":ya ya ya" version.
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