Guidance is in line with what I was expecting, $6-7m in H1 sales, if they continue ramping we should see around $14-16m for the year.
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I’m happy with the recent uncertainty and deramping. Manage to get my holding up and average down quite substantially, if ot wants to fly now i am happy, if ot takes a little while longer so i can snag a few more then i am also happy. Longer term i see this as a winner,
H1 sales were $2m below guidance as far as I can tell. H2 guidance is also lower so my FY24 expectation is a little lower at $9-11m from $14-6m. The announcement of more capex req not ideal either. Good news is they should be profitable at this run rate.
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I took a few more today, not that it did a lot as i’m still 70% in the red 
FC interview with CEO of Urbix, which had an MoU with Turipati’s Mozambique assets to build a JV purification facility there to produce battery grade materials.
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