I thought they were good presentations and answers too. The...

I thought they were good presentations and answers too. The technical presentation wasn't posted, probably to minimise exposure to competition. I only caught snatches of it live but the CSIRO guy (a solar PV scientist himself) seemed happy with it. I was specially heartened that CSIRO had sent a rep to ask questions and to make on offer of a closer technical/board level relationship, which seemed to create audible enthusiasm.

Why is the SP languishing? Well, at the end of the day the market wants a tangible product and clear evidence that commercialiaation is in train. It has trusted DYE before and was left at the altar so it will not raise the SP again without harder proof that a product is actually being delivered.

I am therefore most interested in the Clayton facility.

There is also the mystery of why we haven't heard a formal announcement from ARENA/the Minister yet.

Finally, there has been some dilution lately and this may be offsetting some of the most recent promising signs.