The big question to be asked at CC is why the holdup in revs? They have $50mil in 2 contracts announced for quite some time now, one of which was supposed to be producing in Q1 already. $4.3mil in revs suggests they are not full steam ahead for some reason. What is the holdup? They apparently brought everyone back to work, but what are they working on?

I hope it's not a lithium shortage. How can they run at full capacity if they can't source enough for the 2 existing Orders? Are the big boys front running them?

Talk about another production facility by years end and hyper-growth in the Presentations are pretty aggressive suggestions. Hope some Analyst pushes for a good explanation on Monday.

Obviously, knowledge of the shortfall was leaking out, thus the drift downward, even before the Friday release PR. I'll wait for the CC before passing anymore thoughts.

We need to get someone on the inside in Germany.