Seriously though guys, this is a race against time. I bet the KSA and Cat and other big fish have MUA,s with other similar companies with smart stuff.
The KSA MUA is non binding so it’s bascally no better than a nod, a wink and a handshake. Probably handed out like confetti. Then the Princes of the Kingdom sit back and wait to see who can really deliver on time, on budget and on expectation, given the volume required.
We wear the risks and right now we are locked in a race to beat any and all other competing technologies to solve the building problem in KAS.
I’d think that reason enough to be super sensitive in not divulging too much information and not wasting time answering juvenile emails from minor, minor, minor stakeholders.
FBR is a binary bet - it will go off like a firecracker or fizzle and fade into my obscurity.
. I don’t hold but am certainly attracted by the concept...just worried about what else is out there under wraps for the time being.
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