Start of 2023, we were dealing with the smaller players, end of 2023, dealing with EV giants and giga-factories. If they can't land a deal with EV1 after supplying product for testing, then I hold little faith we'll ever see the energy division commercialized. But, if EV1 does sign, then it'll be like a domino effect.
We're lucky in a way that we have two markets that need to fail before the company fails. We're not a one trick pony. It's like investing in two companies at the cutting edge of their technologies. With more possible companies to come but we need one of the first two to deliver first.
SI after ordering $250k of product, gives me hope we'll eventually see a commercial deal (supply agreement) with them.
Anyway, I was hoping we'd have more to celebrate this Xmas but still very optimistic for early 2024
ADO Price at posting:
3.4¢ Sentiment: Buy Disclosure: Held
