Yes mostly agree HM. I believe a carefully laid plan is unfolding before our eyes. Rather than saying Exergen have been assured they are getting $40mill I would say that is the amount they have requested and they are feeling fairly sure that that is what they will recieve. Probably not set in stone but I'm sure the meeting you refer to from the FOI would have them feeling very confident.
IMO you are 100% right re the RFC Ambrian raising being timed and aprt of the plan to tick all the ALDP boxes. As far as I can see Exergen/Mantle & partners tick every box easily. I deliberately include Mantle because I believe we have had enough hints over past years to know that mantle are a big part of Exergen's LV plans. I could be proven wrong though.
Newera are another sure thing IMO just by association and the contacts they have through WW and MB's close association with Mantle/Exergen and all their global partners. What ever resource NRU come up with it will certainly have no trouble finding offtake and infrastructure partners IMO
cheers
B Rubes
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