If you regard them as being in a rut with no commercial pathway...

If you regard them as being in a rut with no commercial pathway then why not dump your holding? I think we both know that it's time to shit or get off the can. They've paved the pathway for commercial deals and if they can't close them in the next 6 months then chances are they never will.

This is why I hold, I think we're very much at the pointy end of securing commercial deals and intend to ride the swell that comes with these.

As far as production capacity goes I really just don't see it as a limiting factor yet. Once demand is there they can scale production to meet demand fairly rapidly using companies like Quasar in China.