agree with everything you've said.
I think the next announcement we will receive will be on production of the test batch. From memory this is still 3-4 weeks away though.
the test batch then weeds to be sent to the US for further testing (albeit its been said that will be a mere formality).
once that is done, then i expect some news on a JV, maybe a heads of agreement.. but also think they'd need to prove up whether the test batch is scalable (not sure that's a word?!) as well somewhere in the mix, either pre or post JV announcement.
so thats why i think we'll have a quiet month ahead of us.. they've set out their timeline and i'm just not convinced theres any possibility for any other announcements from left field.
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