The problem with this idea is that there are not really any / many companies who are actually current users of BNNT. It is a new and highly complex material to work with, so most orders I am guessing are small quantities as companies interested in using BNNT are mainly going to be at R&D stage.
you could cite the example of LI-S who are owned by PPK and have had the best seat in the world to leverage BNNT as early as anyone really... they have years to go still of R&D before production and scale up, so i would expect almost all other companies purchasing BNNT to be further behind in r&d.
I am a bull still, but the lack of updates and relentless smashing of the SP is worrying.
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