Video - RS Discussing Prodution Update, page-7

Still waiting for tricky Dicky to over deliver.
First shipment was 3 years ago (I think) and we have never come even close to nameplate. We have heard a lot of erudite excuses from RS, and they do seem plausible, but I don't think he has too many more get out of jail free cards.
Toyota are now a major shareholder, and are in this for guaranteed, stable supply of product. Unless ORE delivers that, I think Richard is toast. Toyota will parachute in a Japanese management team and run it with ruthless efficiency.

Hopefully not at the expense of minority shareholders.