Looking through the annual report (will quote references later) it looks very much like all that SLX have done currently is to produce "gram quantities" of ZS Si (now called Q Si) from the "prototype" system currently at Lucas heights. It would appear that they now need ~A$16m ($5.1m grant - A$11.9m to find) and will take 3.5 years to construct a "commercial production" plant (TRL/6) to produce between 5kg to 10kg of Q Si (or ZS Si) per year. As i see it this means that that revenue stream now goes out to early 2028 (to date I have assumed that this revenue stream start now). It also appear that MIST is only a lab prototype which (hopefully) will be at the same stage of development at the end of CY/23 - so I assume that commercial quantities of Yb176 will also take 3.5 years to hit the bottom line (and also presumably ~$16m capex).
A bit disappointing! - will have to change my spreadsheet.
Also appear that the default license payments for cREO will run out in 2024 - still to be seen if IQE ever exploit is and we get royalty revenue.
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- Ann: Operational Update - 23 August 2023
Ann: Operational Update - 23 August 2023, page-16
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