they are producing a battery for BAE systems to supply NY State...

they are producing a battery for BAE systems to supply NY State with electric buses - https://www.businesswire.com/news/home/20191009005132/en/BAE-Systems-Unveils-Next-generation-Electric-Propulsion-System

and Martac - supplying UK defence
on the board former Aston Martin CEO for 14 years
working with Formula 1 Williams team for EV

Now that Tesla has broken the dam and proved ‘ provided evidence of EV profitability - all car manufacturers will be looking for battery suppliers with GW factories - currently IM3 to be number 2 behind Tesla, don’t think Tesla is going to supply many batteries to competitor vehicle manufacturers - hence Demand will outstrip supply -
downside is protected with low capex - low interest rate environment + multiple income streams - multiple incentivised partners to share risk
these guys have positioned themselves absolutely brilliantly over the last 5 years
investors coming on now are really reaping these 5 years of IP and clever investment