So as an engineer in the EV space - you would 100% know that an agreement to supply ADO’s technology / solution would be locked in years before the first battery in a car roll off the production line.
HOWEVER. - ADO would have locked in this supply agreement now - to ensure both parties are ready in 2 years time. What does that mean for ADO shareholders - a commercial deal with an EV company in the short term.
Low hanging fruit like Trinseo binders and Wyon are more short term revenue - however the EV space is very different as you would know due the production planning.
As an engineer in this space - you must have a string opinion of whether ADO technology is world class ??
