The fundamentals on this one look solid—honestly better than most projects we've seen lately. What stands out is the execution piece. The team's technical chops matter, and they seem to be delivering on that front. Just thinking out loud here, but if the project hits the valuation levels we've seen from comparable projects in the past, we're potentially looking at substantial upside from current levels. The gap between here and those previous peaks tells an interesting story about where the market might price this in.