from a pure spend on JVs and projects you are hopefully right that they are out of cash by end of 2024 - but I doubt it. By then STAMP and others will be generating cash to pay for the next round of production plants. once you have positive cash flow then investments can be made on regular commercial loans not shares.
We do need an update on all our hydrogen plants - is Georgia now at full production? Is STAMP construction complete now installing equipment? Has Fresno been started? Have APEX got permits for wherever they are installing their system(s)?
If they can actually build the necessary US plants for their 2024 production target I will be shocked - but that helps oncash burn short term.
They will be getting cash from the Defense Production Act to build more electrolysers (like extend the factory please) along with being part of at least 2 hubs in the USA.
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