Yes agree. Far too many “nearly there” scenarios and more to...

Yes agree. Far too many “nearly there” scenarios and more to come for certain. Based on past SP performance and the incremental progression towards a product ( yes, product, not prototype) to date, the chances of a resolution of current challenges in weeks looks close to zero. Tower have made no noise and no attempts to build new capacity of scale. IMHO: 12 months, but more likely 18-24 before a commercial assessment can be made based on actual applications. Lots of guesswork around market size - that’s cheap. Patient capital is the key in AKP