From my research over the past few months it looks like there is a lot of positive direction about this business moving forward - assuming that they execute their plan.
My only question mark is that a lot of the time frames with off take partners and scaling up seem to suggest that their ramp up is not until the end of 2023. Looking at their most recent financials released for the end of the December quarter, based on current cost spend there was only 2.2 quarters of funding in the bank. This would indicate they have enough money to see them through to the end of the FY.
Is anyone able to provide some insight into an income stream that would stop them from having to do at least 1CR.
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