I'd have to re-listen for specific words, but there has always been some confusion about the offtake agreements with Samsung and Sanyo. The delays to announcing a deal have been surprisingly long, and not just due to Covid - changing the furnace tech seemed to have also slowed them down. It seems like most of this should be coming to a head soon, so perhaps these agreements will all line up with DOE grants etc and help with this... But who knows...
As long as management is moving forward, then I'm pretty confident they will make it happen, (just not always at the speed we would hope for lol)
Ann: NVX TO PARTICIPATE IN CITIs LITHIUM & BATTERY VIRTUAL DAY, page-46
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