Every valuation to a predator comes to the equation of what does...

Every valuation to a predator comes to the equation of what does it cost them to get into cash flows, how much profit are they going to squeeze out of it. Or on what basis they can efficiently integrate vertical strategic supply. The masterstroke of reducing our capex by this quantum, means that it also goes to a predator to consider. What a delicious ripening piece of fruit we are. And that we present the best probability to approvals with lowest capex hurdles.

Markets will be betting a Fait accompli on the deal, as the benefit to the victor. Anyone else in the region who was to acquire the asset, (think of all the Adina neighbors) providing logistics stack up, make for the fattest turkey on Thanksgiving.

And that book value of capital already invested, shifts to our balance sheet. Net Asset value.
The cost comparison to bring the money flows from the titty of the cow.