Fully agree. Especially on the last issue you mention. Hard to imagine that NMT talks for almost a year with the same client(s) without any progress. Accordingly, it is difficult to suppress the thought that some of the potential clients might have changed their mind (don get me wrong; does not have to be related to NMT, but could also be triggered by macro environment), and went to competitors instead. As I posted before, from the pool of big car makers there is not that much left… Moreover, just by looking at which EV brands are driving around these days in Europe (and the rest of the world) and thinking about their market share, I think one can agree on that Mercedes Benz has a very long way to go… Don’t care about the share price these days, but do care about the share price in 5-10 years. Hopefully, we get some good news about new clients with a substantial market share in de EV industrie.
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