Most of the talk was still a bit vague. They dont seem to want...

Most of the talk was still a bit vague. They dont seem to want to add the detail which gives credibility and confidence that something is happening.
Details cant be given if just a direction is being followed, still looking for that elusive order and customer.
The extra details re Boeing. Boeing is going to be using TTT for whatever purposes and will be using a large amount of titanium. They want TTT to build a special "feeder" to be attached to their machines so they can guarantee quality and ensure the right product is used. This proves that decisions have been taken and we will definitely get the good news in time. Boeing must have real proven uses and have 40 large centres of repair and many smaller ones.
In addition, it took till the last 3 minutes for these guys to really give us some important details. Jim said that in LATE 2026 they will be making multiple parts for 1 product line which will use 1,000,000 kilograms of titanium of the non spherical kind which is priced at $80 per ton and they mark it up 4 or 5 times therefore $400,000,000. They would then be charging for the manufacturing of the products. Jim says it will be a very high cash conversion of 80% (Not quite sure what that means) BUT it sounds like they will be swimming in cash.

I dont see TTT falling over... Ive been looking for other australian companies to put money into and I cannot see anything with as good a "guaranteed return" as TTT (yes I know nothing is guaranteed). But the CBA is probably not going into liquidation tomorrow and although TTT only had income of 5.9M last year and probably not much more this year Jim says they have definitely turned away from a machine sales based company to manufacturing. We just need those first orders to come and then the big ones. If the company gets to $500,000,000 gross turnover the shares will be worth a fortune.
I think I should put a few hundred thousand more into it.