If you're talking of my Hot Copper sentiment, personally, it's a...

If you're talking of my Hot Copper sentiment, personally, it's a hold only because I don't have additional money to invest.
I will be exercising all of my options in May next year, assuming they are still 'in the money'.
If I had $200k sitting in the bank, then I'd change my HC sentiment to BUY.
There's just so much latent potential built up in the company IMO.
In no particular order:

• The Green bond initiation phase is imminent.
• NDAs with two European automakers.
• NDA with a European battery company
• European partners SGL and Ferroglobe.
• Altech's technical team. A tight group. Top people in their fields of expertise.
• The Johor HPA plant, with the work already done and work ready to resume at short notice.

I could go on and on.
For the new investor, Altech offers so much IMO and for LTH, so much more than a couple of years ago.
Back to the 'highly confidential' reply. There's a 'me too' movement around the HPA coating of anodes.
The prize is large, so give the competition nothing.
Makes me think the 30% energy density improvement is conservative and just the beginning of a long testing road ahead which will result in significantly higher densities.
The PFS has been waiting for these numbers to flow through. How many more test results are required before the PFS is completed?
Time will tell ...........