notrealgoodatthis,
Please check ESI's last few years of financial statements to the market.
ESI received it's R&D rebates a long time back.
Coldry is past that stage.
They did their R&D under much less Enviro aware govt proactive era.
The other techs now have their hands out while it's all the talk of the town,,, go figure.
Patents are patents.
Coldry is economic,,,,, just how commercially viable is the devil in the DFT detail
Now here come the deals,,, DFT is the last link in understanding the fine print detail of economic viability.
without that detail,,, esi is best NOT to commit absolutely,,, as it may be giving away more than it need .
This was certainly the case with tincom,,, and explains just why they are simply in the queue now,,, instead of up the front of the queue.
Much has changed in the price dynamics, and the profitability since the tincom signing ceremony ,,, and the price dynamics are in ESI's favour,,,, not tincoms,,imho
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