RE:RE:RE:TechnicalDon't think we see any results until late August or september. Pilot wont get started until mid july probably and takes a few weeks to get it sorted out and running as they want. Then a bunch more to test - and then the material has to be shipped to NORAM to test battery qualities from solutions which will probably be another month at least.
Sept/Oct more likely.
This last interview Bill seems to not care at all about what the market thinks and mentions we will move on fundamentals. The problem is we still sit at 1 dollar and that's what the market thinks right now. That last push we had was due to sentiment overall and a short squeeze.
NDAs aside - even if CYP wants to take this to production themselves (they have no other choice can't sit around and hope) - at bare minimum you'd want a much higher price to help with any kind of financing situations that come up.
There must be some unbelievable back room talks for a deal in a place if pilot works out to be so confident and talk like already in production.
I think a JV is more likely than a buyout at this point. The price for a proper buyout would be well over 1.5-2B USD and honestly - bill probably wants to take this to productin himself because it's been his project for so long.
There needs to be an offtake or buyout announcement post-pilot - otherwise this 3 year never ending NDA talk is going to backfire.