Ann: NVX Provides Update on Synthetic Anode Materials Production, page-95

Your response does not displease me at all, as it answered my questions and clarified your position and views on the industry as a whole.
I would say it is a very pessimistic view you have, but not out of the realms of possibility. There's always risk, even in blue chips. My % chance of KORE deal playing out is closer to 80%. Yours is obviously closer to 0%. I would say there is no new information obtained at this stage would lower my current % expectations. As for the whole industry being a bubble, again this is a possibility, but boy would that have massive implications across the world. Joe's inflation reduction act would look even worse than it is.