some good points but to be clear Joe did NOT meet with the South...

some good points but to be clear Joe did NOT meet with the South Korean President in his COB capacity. In his own words it was “wearing another (industry) hat”

perhaps you are referring to another President though in addition to the Sth Korean President? If so, I was not aware of this.

the fact they are hosting relevant parties for a site visit late next month over 2 days at least says to me the Demo plant is now running as planned. Perhaps you are right on timing flowing into CY23 but that’s hardly the “mad scramble” of potential partners signing up that many had expected. Joe is VERY S/H focussed (inc absolutely minimising material share dilutions) and is therefore seeking more from an off take partner than a normal deal. Perhaps it’s therefore reasonable to expect longer off takes than normal?….