True Lexie, makes a lot of sense when you put it in the context of IK mentioning other tech's when talking about S7 tender.
Exergen go after an allocation for their yet to be proven tech, but dangle the carrot of huge backing and investors who are willing to spend up on necessary infrastructure for export. Big tick IMO.
Mantle go after an allocation focussed on already proven tech's such as gasification/hydrogen etc... with other partners. For example, Itochu who develop fuel cells for cars and home generation etc... and possibly Toyota or associated Co's as per their ann't during the week re using LV BC to run cars.
No reason why some allocations couldn't go through soon I guess as it is totally seperate from ALDP. Would seem strange Exergen getting an allocation prior to ALDP ann't 2nd half next year, yet I feel they are specials to get some S7?
Cheers B Rubes
MNM Price at posting:
7.0¢ Sentiment: Buy Disclosure: Held
