At that AGM Fred was up first and was saying the completion was imminent, and said they would likely demo by November that year. Later Danny had his turn to present and was asked the same question, as to whether they would demo in November, and his reply was "what year?". So at the presentations, I tend to listen more to Danny and Yuval for overall guidance on how things are travelling rather than Fred.
That's my memory of that AGM. It could be a bit faulty, as it was a long time ago.
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