I think he is onto it to the best of his ability
Big EVs hold all the cards like EV1 that put us in our place and said a deal will be done when we are ready
EV2 is closer and if we don’t far something out of either I’d say our glue doesn’t cut it at the highest level
we still have SII with a revenue stream and maybe a huge POC ma
Then the batteries for the smaller players
Not saying EV1&2 won’t work out, but they will sign only when they are good and ready.
Lets hope David is as close as he said with solid news follow out of SII and Indian government
Give us a good base above the options price and put plenty of coin in the bank to fund us going forward
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