RE: Future is bright !!16 Aug 2023 09:47
Don't think many have forgotten TDF , I for one think our KC did a sterling job.
With regards to selling IM , too many unknowns, want to see all associated costs for a JV , costs to develop , timescales , govt funding available , options re hydrogen , number of interested parties for a jv versus outright sale. This has smouldered for years and decision time is drawing near imo. Would also be interested in value differation with versus without a successful JR. Too many unknowns at the moment , however it is clear funding is paramount as in any company with a fast growth trajectory and IM is certainly a valuable assest , how valuable remains to be seen , as I've previously stated " interested parties sniffing around " doesn't satisfy on any level our understanding of its true value.
I'm not even certain if for example a govt grant was given and we co developed , what exactly the projected revenue stream would be.