Thanks,
I agree with most of what you have stated. However, the steep learning curve which we expect may not be so steep Afterall, as they are probably building up on the existing capabilities of Miteni Italy which they have acquired. With the existing relationship and capabilities of Miteni, they could do it faster given that they already have capabilities, just not specific to Fluorine which they can leverage.
It remains to be seen if they become capable in Fluorospeciality Business as they claimed in their presentation.
