Bogs, hard to say obviously but IMO ECT have made it clear in the latest ann' that ALDP funding is a big part of their plans. Timing for their demo appears to be set around ALDP funding timelines.
If Monash were to default and ECT missed out on ALDP funding, that would go close to killing off ECT IMO.
In saying that, if ECT confirm the MOU with LY still stands and looks very likely to go ahead with AGL, then ECT/Coldry could probably stand alone without Monash or ALDP funding. As long as AGL are prepared to fund the demo. Perhaps with Tincom, K-coal and RDU's Pol's all kicking in.
If ECT was to go under I think Coldry could be picked up and run with by someone else. Perhaps someone like AGL could by the rights to the tech from administrators or something like that?
All IMO & DYOR
B Rubes
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