AL3 12.2% 21.5¢ aml3d limited

Ann: AGM Presentation, page-7

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  1. 766 Posts.
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    Good pick up, thank you.

    Throwing this out there for someone to enlighten me. I am not sure what the excitement is over the Lightforce opportunity in the short term. I also fail to see how they could be selling a commercial amount so soon, unless it is to Lightforce for marketing, in which case it would start at low volumes. Once they have Proof of Concept, Lightforce then needs to win government contracts, this usually takes a very long time, especially given the novel nature of this project. Thoughts?

    For me I don't need anything sexy, I am happy with 1ton Panama chocks for ships, the simple progression from prototypes to a commercial supply contract will be a huge validation event and cause for a re-rate in my view.

    All IMO, please DYOR and GLTAH.
 
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