Great sleuthing as always Rob, there's the possible entry into the US, this aligns perfectly with Tim's comments in a previous video regarding hitting North America soon after Belfast. Would not be surprised to see some grants/funding/commitment from US department of defence or other govt departments.
the business model and direction of the company since acquiring SerenTech has been sound, and a lot of companies always talk about potential deals behind closed doors but how many companies have a demo plant in operation at the same time.
writing has been on the wall for quite some time regarding ex-china, the main concern was dilution and keeping the lights on. I am confident with the R&D funding, the extra grants and possibly still holding on to the VMM holding we should be able to weather the storm at least until Belfast FID.
Feasibility study now in overdue territory - Time to bring home the bacon please Tim. We weren't meant to get the VMM JV scoping study by end of year too weren't we? That is fast approaching. Very excited for that one too
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