Witty reply btw. 

I had a listen to the video a few time, especially from 3.43, and when he referred to Partner he wasn't referring IMO to an equity for Offtake Agreement (i.e. it was more in the context of a sophisticated investor IMO) from my interpretation of it (or his chosen wording was poor).  A while ago I said that because the timeline between WinWin and the 2022 production date no longer accords and therefore I am treating that MOU as effectively dead now. 

I think there is now an opportune time for AVL to start looking more specifically for a equity for Offtake Agreement (we are sending samples overseas to buyers for their own testing btw which is also what we have discussed last few days around the next stage and MET tests) and I suspect this would start forming the basis of a key strategic partner IMO.  I would also be hoping we start 'further' talking to Chinese and non-Chinese players (as talking with a few might get the Chinese to have a hurry on as well given their change in rebar standards is further driving the demand/supply imbalance at this time in steel markets).

I recognise he inteviews not that great most of the time, but this interview wasn't like his previous others hence why I embedded an earlier post of the running log I kept on his interviews.  I think with the PFS out the way and option conversion he will spark up again as he always seems to do.  They are my interpretations but this will be past history anyway when the MET tests are progressed and we start seeing even more progress in the approval processes (particulary with the EPA).

All IMO

Witty reply btw.