RE: Valkor / Lafayette / Trio / HSO / AC Oil / Tomco22 May 2025 16:01
It’s actually quite interesting listening to that whole section again. Notably what they say from 22 mins about how when things have changed they don’t give a blow by blow account as they are very mindful about non-disclosure (due to their partners value confidentiality and discretion). Considering this was now 5 months ago, and where they said that the QED Cargill draft agreement was effectively sorted, and yet we are still waiting for this, it makes you wonder if the goal posts have been once moved again to further increase the scope of the opportunity. Anyone think there is more to this?