"" We do not expect their technology to be cost competitive in the US.""
If Befesa have 60% of the European market , and are profitable , why would they not be cost competitive in the US??
Interesting point (and reply) about the Befesa patent. No such protection for MHM?
I agree Bens replies seem highly defensive and raise more questions than answers but I would suggest , due to ongoing delays at Geelong and in the USA he simply cannot say more at this point.
Good work bcompton , thumbs up.
DYOR
trying for some clarification, page-11
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