With respect I disagree, lack of sales doesn’t mean they haven’t produced anything. You can’t sell anode on the spot market, there won’t be sales until supply agreements and NVX agreement with Kore hasn’t started yet.
If you want another company MDs perspective, Mark Thompson from the 15 minute mark on qualification of anode materials, from Feb this year. Qualifying anode is putting the horse before the cart, you pretty much have to be a full scale and prove continuous flow first. Talking samples, Mark mentions 50-100 tonne.
https://m.youtube.com/watch?v=GRuKbXtYBvg
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