Ann: GICS reclassification, page-4

"Still would like to see a solid deal announced"

we all would

It would appear that anything that DT came near, he stuffed up. I suspect Trinseo will go the same way as all the others.

It's only the collaborations we've formed since David came on board that I believe we'll secure deals with.

This was from the 19th April, which I believe to be the first meeting with major European EV companies:



EV1 has already received their first order of anodes from us. That's not bad for a relationship that started 9 months ago.

I'd hate to think how long we've been dealing with Trinseo and any others that are now taking valuable time away from the bigger players.

We're only a small company and we need to focus on the big wins now

The landscape sure has changed over 2023. At the beginning of 2023 I would've been very happy with a commercial deal with Trinseo. Now I don't want it to happen as it may complicate deals with end users. Major end users. Trinseo's MOU was non-binding for the 35% and below silicon anode market. Thank god it was non binding