Just watched presentation.
All basically good but one not so good thing I heard;
No deliveries to Samsung yet, and may not happen for a while. Chris said basically Samsung SDI would use in their cells in April 2021, and we'll manage our deliveries with that timeframe.
In a later question Chris also said their ramp was building to 500t for these deliveries, so still a ways to go to get to 2000t.
I think we have to remember Novonix is still in the early stages of growth, so takes time to grow and scale...
And yes, he was hinting they have a lot of IP in the pipeline, but what CEo doesn't say things like that? I hope he delivers!
Just watched presentation.All basically good but one not so good...
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