I'll put more detail into this later (trying to get out of the office now), but yeah, they seemed confident. THey spent a fair amount of time on POC explaining their current focus in that space. I think this is a result of CP's extensive knowledge in this area.
The battery focus is evident, as as per the slide deck they believe the wettability of carbon is where the nearest commercial outcome is in this space. That said, the MTA is focused on composite, not wettability, but they will introduce this in the coming conversations with the partner.
I point blank asked who the MTA partner was. Laughing, CP said, 'Nice Try'. The only further comment was the partner is big. The relationship was also initiated at the Japan battery show last year, not through Polaris.
Anywho, that's all for now. Will post more later.
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