Another good post Dr D.
Makes sense to me. Very unlikely that we will kick off with a major EV deal that will bring instant riches. More likely that progress (if it in fact occurs) will be slow and stready, with the successful commercialisation of the surface chemistry tech progressively snowballing.
Perhaps patience is still required, but I agree, by the end of this new financial year the picture should be much clearer than it is now - hopefully for the better.
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