RE:questionI would say yes, but only if there is an FT conspiracy, so the odds of default on Nov 30,2022 would be close to zero imho. If Robin did not see a converging path forward yet, why would he only extend the debentures until the end of November. For me, the odds of FT success far outweigh otherwise when considering recent and upcoming unprecedented catalysts, coming from multiple and competing sources, e.g.
1. America's Supply Chains executive order and budget
2. Canada Federal budget including $3.8 billion for critical minerals
3. Tesla posts mineral and supply chain job in Toronto
4. USA Inflation Reduction Act of 2022
5. Volkswagen and Mercedes battery minerals MOU (BMW MOU pending)
6. PowerCo (Volkswagen) Canada Liaison office announced re securing battery minerals
7. Sep 13, 2022 DPA funding webinar
8. Sep 15, 2022 Canada CM strategy discussion paper comments due
9. Fall 2022 Canada CM strategy to be published and implemented