I would say the demand is so strong that you almost would not have to worry about it.
This government has given hundreds of millions of dollars to CFN specifically. There's a lot of capital that would make that process fairly seamless. I imagine prices will drop a little bit, potentially, but I don't think there's going to be this big cliff.
I think Paul Kariya was pretty straightforward when he testified here. They've been given a lot of money to buy licences, and if they don't have the ability and supply to buy those licences, the access will be expropriated straight towards them, so that's a much bigger concern with respect to licence valuations than restricting who could purchase them.