FWIW I think HX being demonstrated at the expo is <5% that’s CATs rodeo, to me there are/were too many pieces of the puzzle to fall into place to make that happen in time however bloody epic it would have been. The volume over the last while has been broadly consistent, so no leaks which is good.
I also think the demo will not happen at HQ, too many have-a-go-007s to maintain the level of secrecy FBR strive to maintain. It’s not beyond the possibility that there is a private property or quarry not too far away but far away from prying eyes, where the action is taking place. A few people have indicated on here it’s been quiet around HQ of late, well where are they all?
All above IMHO
FWIW I think HX being demonstrated at the expo is <5% that’s...
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