As far as I know they are concentrating on the US and probably don't want too much publicity, only to turn away potential partners in the short term. Once we're scratching alcoa's back it'll be game on. Small steps and getting it right will benefit us immensely IMO. As for pond delays, I'm pretty sure the July qtr will have the Geelong plant at full capacity and firsova will have missed the boat due to her gut feel miscalculation on profits. I guess certainty will cost a lot more for all potential investors.
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