RE:RE:RE:RE:RE:RE:RE:Renewable Diesel FID2023, man you're high on hopium. And my guess is after whatever goes to First Nations.
fauxtomato wrote: All good points, thank you both. I've recorded your entries in my copy book. I'll figure out some prize when and if it happens.
I think a 60/40 JV with project level financing would be my preference: requires no incremental cash from TWM, de-risks the project but should return material DCF.
I'm wary of a 100% TWM goes it alone scenario: the spreadsheet of the project is compelling but I'm less sold on the realities of it, both political and feedstock.
I'm both curious about how this shakes out and would like to see it operational in 2023