Longterm holder here...just checking back in, page-6

" Let's assume they solve the materials science and engineering challenges - and that there is money to make product. What is the market place (not grid solar) and who are the sellers? In other words - what is our route to putting cash from sales in the bank?
Tata walked away in 2013 (metal roofing).
The best partner is one who has a massive in house requirement (we had that in UK but somehow it evaporated), just as Pilkington walked. Better stop here otherwise it becomes an epistle."

Funny how TATA Steel still appears on this recent announcement (page 7 )
https://hotcopper.com.au/documentembed?id=uOMxKKzFkiWRTLKhOROKAxjvTDYC5Ae+yRWZp+R1ke92GA==

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