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coin8300

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coin8300

Re: BDT post# 5932

Saturday, 11/26/2016 12:09:26 PM

Saturday, November 26, 2016 12:09:26 PM

Post# of 7602
This is great, finally some sort of clarity. Just be aware of timing, these projects can take years before they are teed up (get the municipal nod, environmental regulations, etc). My understanding is that the Vietnam project is the only one that is close to ready to go and the others are a ways off. They will still have a large uncovered burn rate if this is the case.
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