I believe getting govt funds is always about whoever bests meets the criteria and the criteria is based on the agenda . The govt agenda is to draw value from Latrobe thus needing BCE tech like Esi.
Your question regarding Monash is correct in that a CSI is required and minimised govt dependence is seen as favourable. I believe Monash and Esi are trying to find the balance of timing and Monash support that will maximise Aldp participation.. Balance is the key, too little...govt says you need a CSI ....sorry... too much ... they say ... you dont need us . A conspiracy theory could be that Monash snd Esi had whiff of the Aldp plans which triggered the delays in the first place. Sure , Monash pay twice as much for 300 mil shares but whats 3 mil If you can pay 6 and have the insurance of a govt backed tech.
The Aldp monies will set this alight If and when it comes and Esi and Monash know it . Its not the money so much , its validation of the tech , a green light to use it and a leg up to make it happen.
Cheers
ESI Price at posting:
1.0¢ Sentiment: Buy Disclosure: Held
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