What a fantastic share @Accumul8 - greatly appreciated and extremely well articulated - knowing your on board with you level of research and detail provides me peace of mind. Thanks.
I have drawn a line connecting two points you mentioned:-
Multiple Tier 1 Group under MOU re offtake however confidential at this stage. Both supply and end-market users.
First mover to market is going to prove important. Having said that there is enough room for some of the current companies at a similar stage to us to make it too. However he said those that are a few years behind and in early stage may be too late with where it all could be headed
And see that as saying FYI and ALCOA are going to supply as much as we can and are off to a great start - we will leave no one for you
luck to be holding - any day now - and even if it’s any month - I’m so looking forward to the unmasking of all the players - I’m betting we will all be blown away.
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