That’s where I think you’re off…the market won’t wait for 2027.
If they prove this works, money will flood in immediately. Billions have already been spent chasing this exact material. The second there’s credible evidence someone cracked it at scale, institutions and retail will front run the entire story.
They won’t wait for full commercialization — they will price in the possibility of it.
That’s how these things always move. It’s not linear. It’s a re-rating immediately. (Which is why trolls have been stationed under the bridge for over a decade in advance)
If they hit those early milestones, you’ll get blue-sky valuation long before revenue catches up. By the time it’s “fully proven,” the move is already behind you.
The next PR needs to prove it’s not just made but it’s usable and wanted.