I'm really not sure if our milestone/KPI program is what we should be measuring their success by...
at the start of the year, a deal with an EV company was the holy grail, now we're looking at 3 that might get over the line this year.
Now how does this affect the Trinseo deal? do we want to be giving 35% exclusivity to them when we're showing that the less binder you add, the better the performance? The Trinseo deal was a way to get to the end users, now the end users are coming to us.
Looks to me like the landscape has changed rather rapidly.
"Marquee brand EV companies are dealing with us as equals"
I'm really not sure if our milestone/KPI program is what we...
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