Agree, next plant will most likely be in the US - the investor preso states that they are talking to the US in terms of offtakes from KMP - so that confirms demand.
However, I am unclear on when to actually expect revenue from KMP - there is no clear timeframes. Reading the Inveator Preso, it could be inferred that revenue wont occur until end of 2023 (when the larger plant is installed - Phase 2) - they use statement that timeframe aligns with offtakes agreements.
Finally, with an annual profit of $40m, that takes a lot of years and a lot of additional plants to make a significant dent in the ASM portion of Dubbo funding
Ann: USD 15 m Subscription Agreement at AUD 8.90 per share, page-117
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