So wait a min.

• They were being successful selling their battery to Walmart, Mondelez, Badger, Raymond etc. for 2 yrs+. Won some good sized deals. Maybe even Amazon according to you know who.
• After a couple years of great performance, signed a global agreement with Raymond. Which should have led to a big increase in sales.

Now, you believe there's a problem?

How did they sell in the first place or sign an agreement with Raymond if they have these price and supply issues. Raymond would have backed off. Never signed the agreement. Doesn't make sense.

I tend to agree they must have supply chain issues, just like everyone else out there, but they did show $6mil in inventory on the last Q3 Report (I believe). The loaded ships are backed up for everyone. Not just EFL. And they all use the same short staffed trucking industry.

Plus, Orders and Sales are one thing. Manufacturing and delivery are another. 

Finally, they just created a US sales team. Wouldn't you want to solve your price problem first before paying people to sell an over-priced product.

Are you speculating on some of thing or have you got solid knowledge this is the case?