is it going to bother any one if the trials are Q1 next year? What do we think the sp will be doing as we tick off announcements, ? The game for mine is re-rate into trials based on gradual price discovery. If that takes 6, months, 9 months ? 12 months ? It is the news flow that precedes it that will get the sp climbing higher, in anticipation of it. And growing awareness.
Again, it is price discovery. Meaning that as more people discover this under 100m is where i reckon, leading to trials, others will have their own valuation, then discovery at 20m, 30m, 40m, etc is still a bargain, when the bet is a blue sky on success = billions. Yet alone what our partners will do.
Just imagine what an announcement from New phase would do, if the development of thermal hunter killers was de-risked.
