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Ann: Entry into BNNT collaboration agreement with TenCate, page-18

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  1. 1,748 Posts.
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    Agree, potentially phase 3 lis plant commission will be a catalyst for push higher. Test cell production with some jvs for 10,000 cells (per test) I guess would soak up some bnnt. With phase 3 months away, potentially sales of bnnt to a material degree could be imminent.

    The lis asx quarterly will be interesting to see if they forecast a commission date for the phase 3 plant, and whether bnnt sales have been procured yet as I imagine this will come slightly prior to commission.

    All guess work and speculation, dyor.
 
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