You make some very good points. ATI is currently the supplier to Castheon, and our main competition. This would be a huge moment for the company, as you say, not just any contract but our first contract, takes the current biggest supplier of C-103 away from the biggest user. The market may not realise this, but in time I feel it can't go unnoticed.
But what of other companies needing C-103 or other speciality alloys? What does Amaero achieve by getting that first sale? The first sale away from it's biggest competitor and also the biggest supplier? Well IMO, every time they go to one of these additive events selling their goods, they'll be saying yes, we are the new boys on the block, we now supply ADDMAN (cause it probably a bigger pull) and our next-gen atomization technology is the most advanced in the country, in the world for that matter. So we are open for business and our process and material has been fully qualified to US defence standards.
The thing is, we will likely also be able to soon enough say, we also supply the DoD lab at Oakridge for their R&D needs. I think there is one easy way to for us to understand where we are at currently in this moment in time. Think of someone like a recent favourite of mine. LTP. For those who don't know this company they just got good results to a nasal spray for basically Viagra. They don't yet have FDA but only positive results. They have bagged from 30c to a peak of $1.80. More bags than you can carry
So yes this is basically a FDA approval for what we do. We built the drug, went through trials (independently tested) and now it's in the hands of the FDA. Once Casteon say they like this new drug = FDA approval and we are off to the races. So the market has lagged a bit on this one. But the beauty of this is that we have all the information to digest what our risk appetite is like. The way I see it is above and more simply below.
(Drug developed). Atomiser purchased, delivered and assembled (after being tested by DoD labs in Germany (Clinical trial done). Powder made, independently tested and sent off for qualification. (Currently trial results sent to FDA) Qualification in process with the company who have signed our first offtake. (FDA Approval) Within weeks? a month? (most likely 2weeks?) Qualification done. Basically we will receive FDA approval for our drug and we will be off. So we have all the information available to us and that is why my final purchase is now out there ready to go. Anyone want out, shorter want to hit me up? my final 150k to make a cool 7 figure holding is sitting at 33c today, come give it to me baby!
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