Yes, it's becoming a crowded space. But the reason I remain hopeful is that there more than one battery manufacturer is out there.
Plus the battery market is going to be UUUUGGGE.
And on that other matter, it's bizarre for people to keep banging on about Diasource= baddies.
Instead of: what was the commercial reality here?
The commercial reality was that ADO overpromised and underdelivered.
The deal could have been unwound and ADO would have been completely cut adrift. ADO could easily have gone under, right there and then. Instead, Diasource stuck around and helped find another buyer.
You have to ask the right questions to get the right answers.
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