I think it is unsurprising nothing has been signed yet while we are still finding out the best applications for this stuff. It is a massive decision for a company to commit to a new battery design (potentially company making or breaking) and there will be many questions that need answering.
I reckon our magic goop might not capture the whole market immediately but will find lucrative applications to suit its characteristics. Perhaps a smaller company might be a first mover in this space.
This is a risky stock, but I'm in because the existing data cannot be ignored, and the risk vs reward equation is mind-blowing.
TLDR Better batteries will change the world but a little patience is still required.
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