Finally - have ticked one box on time on a project execution checklist.
Money is still the key. On the money front, I am mildly encouraged by the tone of the announcement in relation to interactions with the US Federal and State levels of government, but they still need to deliver.
I believe we are at a junction re share price that only when we see activity on money related matters (monetise part of MNS shareholding in iM3NY and a significant valuation, money + JV partner for iM3NY expansion that also underpins a significant existing valuation, funding for AAM and funding for Nachu) will we see material movement in the share price.
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- Ann: Letter of Intent Executed for AAM Facility
Ann: Letter of Intent Executed for AAM Facility, page-32
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