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Re: shazam1355 post# 175965

Tuesday, 01/16/2024 5:07:54 PM

Tuesday, January 16, 2024 5:07:54 PM

Post# of 189457
IMO, I wouldn't have expected too much to happen in first few weeks of January, especially if there is not a date-driving force incentivizing closure more immediately. Could also have been executive vacations, bad timing for PR, almost anything. The closing of this first agreement near the last ASM though suggests to me that Lebby is not without some degree of control on timing. Hopefully, he has some chips on the table to get folks to agree sooner vs. later. Such chips could be giving more priority (technically, etc.) to others willing to act sooner, first to move "status" (depending on NDAs)...and the biggest reason of all, the need to get closure so they can actually take possession and build product. My question for Lebby would be what are prospective partners giving up by delaying coming to agreement?...time delay needs to cost them SOMETHING.
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