Agreed, it’s hard to understand the role the externalities are playing. What’s still very unclear for me is how the JV works? 30m in projects is great but reading between the lines that full wedge won’t hit the CCE balance sheets (perhaps 50% ?) Then the age old question keeps surfacing, “what’s CCE revenue and what’s the CCE projected profit?” Am I wrong in thinking these very important details should be stated?
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Agreed, it’s hard to understand the role the externalities are...
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