VW, BASF, Umicore all unpredpared to publicly endorse Nano One with a contract. SMM does not know more that these other global leaders. So what do they know that we are all missing?
There is no evidence a contract is around the corner. They have been saying that for years. It seems so close now but it also seemed so close last year at this same time (just go check the message boards and review your own posts).
The fact is, laypeople cannot know if One Pot is viable. Only the CAM subject matter experts understand if One Pot is viable. And currently, their silence is deafening. Moreover, all these majors are making major project announcements not even related to LFP let alone One Pot. Multi-billion dollar, multi-year projects that will be the focus of their attention over the coming half decade.
Trafing volumes non-existent is a telltale that interest is waning.
Who has odds on the next NR being another meatless update?
What disappointing performance.
good luck to all the longs.