Listen to the podcast from 32:00, he explains it pretty well and quite satisfactorily. You’ll find your answer there. He has walked the talk. It’s like a concall before a concall, to be honest, with the management.
NES had the infrastructure. They have the background with their experience in executing office projects. Cost minimization is where they are focusing on, esp. the “low-side” which he mentions, i.e. the ancillary expenditure like wiring, pipes, etc. Made sense to me. Rest, the numbers will only show.
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