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    Exactly, this happens every year. Big bull run followed by a few months of consolidation. As long as the company keeps progressing the scale up and securing customers, its a LT hold and always has been.

    Gen 3 furnaces being installed now, once operational, Samsung SDI and Sanyo can finish their own internal qualifying program.

    We don't have any visibility on potential Cathode Materials customers either. This could be a massive wild card that can be dropped at any time .
 
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