For me the important detail in this Ann. is "Based on qualification testing to date, customer confidence is strong"; "interest, in both project and product, has only increased as qualification tests progress".
Other thoughts-
regarding scalable processes I hope the dfs goes into reasonable details.
page 8 talks of what to expect in the coming fy; if they mean 20-21 I take that as pushing things out yet again, but it's not clear.
"...poised to become one of the world's largest and most successful anode producers".
Ann: Annual Report to shareholders, page-17
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