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The NDA topic is so perplexing. What possible reason might their be to warrant an NDA? Why would anyone want to keep their working relationship with Nano One secret? And at the same time, GM has openly invested in MitraChem and works openly with LG on cathode and cells. Ford is openly working with Eco Pro BM and SK On on cathode and cells.
Tesla is openly manufacturing their own cathode and cells using internal and proprietary Tesla IP and patents.
VW is openly invested in Gotion who works with 6K energy for cathode and cells.
So what is the purpose of keeping working relationships with Nano a secret? And why do we always get updates about samples being sent for evaluation to prospective customers? What has the NDA being doing for all these years of not evaluating the cathode materials for a customer offtake agreement? Something just feels totally nonsensical about the claim that Nano has all these NDAs with tier 1 auto OEMs. It just not seem to align with the reality of these tier-1 being very public with their actual real partnerships.
I smell a rat.
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