Reminds me of meeting with Toshi I had early this year. At that time he talked of a plot of land next to Star Park where they could build. Other than that, very similar comments, but like you there are things you don't share when you've signed an NDA.
I think solar will still turn out to be a big thing for QMC based on their comments. Nevertheless, displays will come first.
Thanks for a well written report. GLTA!
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