I agree with you!! I think from the start we all thought Eos was much farther than what they were (DOE initial timing and the pumpers). But looking back there were sooo many gaps in Zinc and LDES. That part is still early. Wasnโt a plug n play which most thought. Take away stock price, the company is commercially improving fast. I always thought orders would come when Eos/technology is readyโฆ.
I think a timing and everything coming together.
Customers=
1. prove manufacturing quality, reliable output, costs( automated BiPolars/new facility)
2. Prove itโs going to work in the field (DawnOS/Indensity)
3. customer projects and timing of approval they are working on. They werenโt ready for anything but Pilots.
Itโs like Jigar says. All at once.
That time is coming.
@EU_Debt_Clock Brian Miller was let go or quit? Started as Chief Integrated Supply Chain Officer and then Chief Capacity Officer (or something like that and he recently removed that title and timeframe from his LinkedIn)