AGY Fundamentals 2021, page-23

I'm really excited for OT and Funding,
we are materially derisked with probable partner as stated in the investor presentation in Q1 this year.

So we lean towards Mitsu RTM or the Koreans or European's we have delivered product to.

The possibility of our End user requiring our product at a scaling rate for in excess of 1-2 decades is high.
It seems like this is the type of relationship JZ has been working on last few years.
Most end users would have an idea of their growth over next 10 years and could easily do a deal with us that sees our out put tailored to their forcasted growth.
Been waiting patiently for years and it's exciting that potentially the timing of it has lined up with very strong pricing.

If a funding and OT come out respectively would we expect to see conditions on expansion in it?

Tight lines LTH's