I have the same view - flexegraph, supremesat, engage marine, etc. there have been some MOUs but no outcome so far... also the contracts (steel blue/alt) seem to be nothing worth - no revenue... 2dfluidics website is down for more than a week now - that's the way how business work lol.... the coop with tpr2 seems to be dead... etc.
Anytime they seem close to generate revenue things fall apart. Maybe their mantra "robust supply capability, consistent quality" is a false claim?!
Anyways.... I'll give that gerdau stuff 1-2 months more time but I am really close to switch the funds to a revenue generating company.
