I agree @tropicLook at all that has come together and very quickly too. LMG has some significant enticement to get the binding supply as well as Bechtel, Jasper, logistics management, etc. Even look at the engagement of Governments from the Middle East, LMG are not drawing stick figures.
Your thought on IP and seeking patent sounds feasible. As far as I can see, LMG have only spoken of patents for their process as it relates to converting fly ash.
Do the existing patents relate to the process regardless of feedstock? I would have thought so.. Mmmm
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