People should read this article in full.
A few points
- I was correct on my call that the Auto collaboration was going to be some kind of curtain and not glass or steel yet.
- The initial corus plant will generate $50m pa revenue, which is $50 per sqm, which is pretty closer to the $70 they were talking about before.
So when you see them talking in potential sqm, looks like $50 is the new multiplier.