If breaking ground is still happening in September as per NH interviews, I'd want to see EPA permit very soon. Somehow I don't see these timelines holding up as we're about to begin the third quarter of this calendar year.
On offtake or MIIF funding. It had better be soon as funds will be getting thin after reporting barely 2 quarters of funds in the last quarterly.
On piedmont - their SP is getting crushed. The SP here is holding up. I took advantage of the last run up and bolted for the exit with small (not large enough) profits. Will be watching for a new entry.
If breaking ground is still happening in September as per NH...
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