I've just watcher the recording and I feel the Hype is getting...

I've just watcher the recording and I feel the Hype is getting to some here.

Really a lot of fluff - Interest in hydrogen off takes & Interest in Graphite. Interest does not equal sales and you can hype up Interest all you like but Interest does not equate to dollars.

We have no off take agreements for H2 or Graphite and while it was stated the purpose here is to prove the tech it is a commercial scale plant we're building so we need to be selling product at profit.
On the Graphite specifically 95% pure is not high quality at all Battery anode graphite requires a 99.95% purity so further processing, if even possible with the Graphite produced here, will be needed. No mention of that with regards to Battery Graphite.

Re the R&D rebate it's UP TO $9M not $9M as some seem to have assumed.

Re scale up are we to build plants or lenience the tech.
And the Biggie- Management yet to prove they can produce and sell product for profit

Lots of potential but still highly speculative at this point IMHO and this webinar did little to convince me otherwise