That is indeed the big question... That sort of number implies serious institutional investors. They might not be impressed with the communication style. Given last quarter was foundation work for the DW, I imagine that talks with DW investors have just started / will start soon. So in depth DD likely in Q2, with execution in Q3. As per previous posts, the runway is not that much, and this is something they will question. There is always uncertainty on the ability to fully use the capacity from a new DW, so they will want to make sure there is a plan and a backup plan. It is definitely "money time".... I will be a "rally seller" in the meantime.
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