RE:I have been following these guys for a awhile...I have to agree there is something that must be wrong or insufficient about SX. At one point, SX investors were comparing its process to Redwood Materials and suggesting that SX would ultimately be more efficient and more in demand.
Ford, who has made large manufacturing infrastructure investments into Canada. They are partnered with Redwood.
I have to assume that SX investors are viewing the tech through a limited or selective lens of information for one reason or another.