Good discussion.Need to first ensure our tech can stand the rigor and achieve what needs to be achieved.
I think then the fact that there are two companies with agreements in place will be a huge factor. Put in your best bid!
Remember they may achieve say 15% improvement now, but how would 20%, 30% and beyond go to revolutionize the space of batteries in the future? Hence I see this POTENTIAL revenue as a win win for both parties. We get $ and BATTERY COMPANY get a competitive advantage now, and in the future....but both companies need to stay working together.