Ann: First Customer Binding Offtake Signed for Great White, page-180

Re-reading the announcement again, it seems evident that the delay in the DFS was evaluating the suitability to include other applications - high end coatings and concrete. It appears as though the amount of work required to have them included in a short time frame was too great, hence why the DFS will only be for ceramics, with separate PFS for the other applications.

Based on that, I think it would be fair to assume the uplift in DFS compared to PFS won't be 3-4 times like some have stated previously, but maybe 1.25 to 1.5 times. I think any more than that will be a stretch.

That of course means all the trolls will be back that dont understand business and have no interest in learning, their ego getting in the way of being successful. So try not to get triggered, it's just someone sitting on a keyboard, miserable with themselves.

Interested to hear where others might think the DFS will land