A fair enough assessment in IMO, as is 786's response. They...

A fair enough assessment in IMO, as is 786's response. They might, they might not, but at this stage they don't actually have to. The last CR was 6 months or so prior to this launch. So if they wait till after the eoy launch it might cut it fine for the 1st 2022 launch.
This assumes that they will have to do a CR to continue (probably right), any CR must follow a launch like last one(not necessarily correct), & finally the type of "CR" is what I consider the most interesting.
A public CR or to the great unwashed SHs like us has virtually no chance. Sophisticated investors like SS or JC is unlikely. But issuance/sale to strategic partners is right on the cards. A Quella like deal. These guys don't need a SP rush to convince them. And any new guys will be expected to bring credibility, connections and experience to the table.
As a great unwashed myself, I would want more than just cash for any CR and a US listing might the instrument they choose to facilitate the process.
All the usual IMHO DYOR.