Chill out
Some of the bulls here are too high strung and need to relax a bit, business development takes time and things are going well so this personal change is nothing to be alarmed about as i think it's just a case of somebody else being better for the job and efl has limited resources to spare so someone else (high paid) has to go. So put yourself in their shoes and you'll see the reasoning of it... christ, a couple years ago when they got rid of Rakesh in Tdot i was quite worried about what that meant but it ended up being nothing even tho he was a key guy back in the early years... so this is just a simple reshuffleing and nothing to worry about... their tech is good and business is coming along.
See today tesla opened up to the giga factory, and see they use lots of NMP, which is not good.
EFL has fundamental technology, while others have deep pockets and partners... so we'll see how it goes.... and I do think a big partner would be a good idea now. Like Apple would be great.