Germanium

Silver is.

Germanium is.

So-

It, it-

150 investors in London and I imagine the same up in the Nordics there.

Look, last time I talked about Germanium, this time we're going to talk about obviously the kind of Zinc, Silver, Copper component of what's going on.

So today's press release, what do I need to know?

Well, let me run you through the slides.

In terms of energy transition, you've got copper.

Same with energy transition.

Germanium, as we've talked about, the prices are where they are at the moment.

It's kind of crazy.

And then, uh, I already, I already talked about, uh, what we're doing from a material growth standpoint, at least with regards to sapphire.

Germanium is and will continue to be an issue, and that's why we've invested in-house on a number of different IRAD programs to, to try and come up with a, an alternate or a replaceable solution.

Um, from a, a delivery standpoint, we're also trying to partner with the primes, uh, and get out of a, what, what I would say has historically been across the, the, the DOW, uh, uh, ecosystem, a very transactional relationship, um, in, in some cases with tier two suppliers and, and below, and really get up, up above and see where, where are the big programs going.

Um, we're trying to get into the program offices at the government level as well so we can understand where the technology really needs to go, so that instead of doing, you know, individual buys for either this satellite payload system or, or that satellite payload system, we can take a much more holistic look and have potentially material on the shelf that can now be used to, you know, accelerate lead times and then also reduce cost because of the bulk buys that that, that would enable.

In.

We call that Germanium.

Yeah.

We call that tube technology from the 1950s.