FWIW the last 2(?) webinars, participants had asked questions...

FWIW the last 2(?) webinars, participants had asked questions about progress on the Mk II reactor without an answer given in either. Previous announcements have said that the successful operation of the Mk II is required to prove the tech at scale. This seems to be a critical element in any large-scale implementation, as is being discussed at length in this thread. Hzr has also announced that they would be installing the Mk II reactor following the testing of the Mk I reactor over the summer. Since this announcement, crickets...
If Hazer have managed to prove this tech works at scale without the Mk II reactor, I presume they would be shouting about it from the rooftops. Instead we get the announcement of another partnership with no mention of the Mk II reactor and with no imminent licensing in sight.
IMO the SP will slowly drift down over the next few months unless there are significant announcements re. the tech advancement or actual licensing agreements.