"however, disappointing the site selection was downgraded from 'imminent'' to 'asap.'"
this is related to when they think they will gwt their first contract. it may be a couple of months(total wild guess)or more.
the silica must be on the back burner for now.
this still looks like a goer but not as fast as initially expected.
only worry if they start making major stuffups
company update , page-26
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