I think it is unsurprising nothing has been signed yet while we...

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.