Logic says the lack of an RNS to share this development, given DSM and new products is always in the jam tomorrow narrative from IF, suggests you are right - but there again there is nothing logical about IF and his RNS’s
if you were a multibillion company would you rely on a company without a pot to p*** in to supply you with millions of pounds of a project that you are stacking your reputation on ?
I don’t think it is unreasonable to expect IF to give us an update to clarify where it is. Could also provide a context why there is no FF stock around. Clearly this month is crunch time re JUL 24 UBD so an update on shelf life is due us also.