Yes. Great investment can ramp up quickly with no risk of obstruction except capex, which is where us investors comes in. Rest are simple and vision is clear. Zach needs to give a schedule of what he needs and when for first commercial module, I'd be more confident. I want to see target customers too. Looks like there's an announcement coming up m, if not this week then next week. Pilot plant results are really what I'm most keen to hear, as it's a test of logistics and supply chain before scale... unlock more value before more capital investment to scale.
The way it goes is the end-product of pilot gets sent to offtakers and offtakers do their own due diligence. That would be a telling sign, if can't diligence yourself, the appetite for AZL-specific LCE. Who are visiting the pilot? Any interested offtakers? MoU would be a good step, non-binding for market awareness.
Cheers
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