Tim spoke from Dubai, he was upbeat as usual. He'd be hard to hold down if the share price was ever actually increasing.
I made some rough notes towards the end but don't take them as gospel.
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"I can say that we have a number of other discussions with the US DOD at the moment." <--- on this he said something like sometimes the hardest turn out to be the easiest to get. Like, he seemed to indicate that the DOD were impressed with our technology and more deals were imminent.
Qualified pipeline is 6GWh qualified. Some are smaller. 'Others are huge'. Want a good mixture as some big projects take time.
Goal at least 500MWh capability on market in 2026 - that's what customers are asking for. Actively working on at the moment. Opportunities to locate in Asia, Australia or US. Looking at the same time at government incentives.
US and Australia are target markets. Getting more interest from Europe. Also looking at Israel exciting opportunities there, they need longer storage that works in their hot harsh environment.
----
As usual, it sounds impressive. DYOR.
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