Monday, November 24, 2025 9:02:04 PM
Flipper, just to keep the sequence clear:
Your original point was that the Unity move “is obviously not otherwise smart from an expense standpoint,” implying inefficiency and questionable timing.
My reply explained why it is the required ATMP architecture:
regulators force strict separation once an MAA is being prepared,and that Sawston cannot legally perform any exploratory or optimisation work after filing.
Now you’re saying the move proves they were already confident in the MAA,which was not what you originally argued, your original framing was that the move looked inefficient unless someone else explained otherwise.
Nothing wrong with updating your view, but let’s acknowledge the pivot so the logic stays clean.
The April migration only makes sense because it is the required regulatory sequence for MAA-to-commercial-scale transition.That was the whole point.
Your original point was that the Unity move “is obviously not otherwise smart from an expense standpoint,” implying inefficiency and questionable timing.
My reply explained why it is the required ATMP architecture:
regulators force strict separation once an MAA is being prepared,and that Sawston cannot legally perform any exploratory or optimisation work after filing.
Now you’re saying the move proves they were already confident in the MAA,which was not what you originally argued, your original framing was that the move looked inefficient unless someone else explained otherwise.
Nothing wrong with updating your view, but let’s acknowledge the pivot so the logic stays clean.
The April migration only makes sense because it is the required regulatory sequence for MAA-to-commercial-scale transition.That was the whole point.
Bullish
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