Excellent points L...
Coldry is safe. It will be commercialised, utilised (Tincom?)
Matmor - not so safe (from a utilising view)
Matmor - when "commercial" will induce a bidding war. China has lots of dough to match the other 3. If anyone wants it bad enough...they will have to out bid the others. If it gets to that stage...s/holders will clean up.
Keep in mind Callejas still own the Matmor IP...could be tricky...but they were fine with the Coldry IP.
Matmor is also dependent on Coldry being "proven" - to what level who knows.
Once Tincom FS is confirmed - there will be all sorts of queries going to the ECT office...hope they are equipped for it.
bring on matmor, page-13
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