Just had time to watch both of those Tweeted clips @Mozza01
Will give this some thought when doing the peer comparison, as although my preference is to focus on timelines, announcements vs progress, have to say with these videos, more than I'd recognized, there seems to be a geopolitics component - this potentially spills over, when you consider the competition to secure the raw material (with DLE), into development of the best process technology.
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