If all of this is for real in China this time around, I wonder...

If all of this is for real in China this time around, I wonder if there's a chance we might see a strategic placement to a Kaitian, iTest or another Chinese entity in the near future.

I realise there have been (welcome) hints of reticence to any further dilution in recent times. However, Henry has previously left the door open to a further cap raise should a large order eventuate which necessitated a dramatic uplift in manufacturing. Do these recent movements on assembly hubs indicate such a scenario may be forthcoming?

Dilution is never welcome, but such a placement might bolster our balance sheet, fund an expansion of manufacturing, guarantee the type of multi-year agreements in China hinted at in recent announcements (kind of like an offtake agreement), and give the Chinese some skin in the MABR-disruption game.

All of this is wild speculation on my part, and nothing more....but interested in any discussion. The other option is the Generate Capital debt facility, which may be a preferable vehicle for management.