Going to guess that Lumina FID is reached the last week of July, based off:
a) Getting it out before the Quarterly is due 30th July;
b) Getting it out before Diggers and Dealers in the first week of August.
Lack of news is definitely due to ongoing confidential work feeding into this.
Time will tell but that is my hunch.
I would encourage anyone who doesn't believe the battery story to look at how quickly grid scale wind and solar came to life in the last ten years. BESS projects are about to do the same, you only have to look at Seek or Jora to see how many senior level roles there are available for BESS projects to know that every man and his dog is building a team to deliver BESS projects. Massive smoke signal.
AVL Price at posting:
0.9¢ Sentiment: Buy Disclosure: Held
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