In short MBR, new technology will always take 3 or 4 times as long as you expected. This is because it is new, everyone waits until it is more proven in its application, and more widely taken up by business.
This is a snail on a marathon. Long term it should be good, but in the meantime we await its slow take up of technology, and await to see how profitable those cash flows will be. Initially it will have to build up production sufficiently to gain economies of scale.
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