So going through all the media and putting it together (in my mind at least) this is what has happened, is happening.....
AGY has a meeting with Macri a couple of months back. Next day top Mitsubishi execs are with Macri (all published on Macris Twitter feed).
JZ says the OT partner they have provided samples to has been to the Stage 1 plant (twice)....and once more in AGY twitter
JZ mentions they are Japanese/Korean so Hyundai in the mix too probably due to their long standing association with Mitsubishi Powertrain.
Toyota have funded a LIT plant (as mentioned by JZ)
No doubt JZ is doing deal with Mitsubishi to do the same
JZ possibly on way to (or in Japan) right now as stopped in Aus to do Commsec report
OT and funding details being finalised in Japan right now.
OT to be released before Xmas or Week 1 of trading in 19
My 2c......or hopefully 50c worth!
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