welcome Rebel 
while you're waiting, I'd suggest you watch the AGM, if you haven't done so already
https://www.anteotech.com/resources/2023-annual-general-meeting/
One of the big stand outs for me was at around the 52min mark in the AGM when David was asked what competitive analysis the team does:
"...with the conversations we had in Europe, it's been reaffirmed to us that where we are at in the clean energy space is quite unique. So right now, these Giga Factories and EV companies are not aware of anything else they want to evaluate"
"and as recently as Friday, Friday evening, we were having a conversation with the EV company, and they've been asked to access the other opportunities in anode development, and his comment was it's avery short project for me because there is nothing that comes close to where you are at"
