The no glass involved point of view could see this BOA as irrelevant as even the most optimistic timing for the supply of the product is at least 6 years away.
Not a problem but not an opportunity either, simply irrelevant.
At this moment the only products considered for first stage are KCM90 and HRM.
There are only two important things.
Offtake agreements for these products and funding for the project.
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