Yeah, Bahay looked kinda tired and was throwing down his best sidesteps, but Sven was determined. Might not be a guaranteed easy interview any more.
I would also have to check back for comments about fabrication.
They've tabled a fairly good set of milestones for '24. If they can meet them and attach a few names(customers), all should be good.
I don't agree with Bahay comments that SP is out of their control. If they get things right, the SP will follow. Hitting milestones this year and providing updates would help. AMD and Battery Precursor feel important, maybe the opportunity to name some clients. Much as I'd like to see them progress, I've got it filed under 'believe it when I see it'. Plenty of past comments about overseas opportunities etc. that never amounted to anything, enough to warrant a touch of cynicism.
Your comment about smaller opportunities . . . we'll never know what that would have done regards client confidence regarding the risk associated with whopper projects, but the need to develop the modular prototypes sort of feels like a 'going small' option they've been forced to take anyway.
Cheers
PWN Price at posting:
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