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Message: Interesting

If possible, Companies don't seem to like others knowing their business these days. I traded WIN for years (now QTRH) a patent licensing entity. Their non-disclosure agreements don't allow for any release of details. You don't get to know how much, for how long or how much cash was paid up front to sign or settle. Hard to quantify a business when you have no idea of numbers until maybe 1 or 2 Q's later.  Frustrating business I'm done with of late. Seems this trend carries on to other sectors as companies try to keep their deals quiet. Easy to demand with a small compant like EFL. Larger companies may say no and PR the deals anyway.

The deals with Amazon and Walmart are interesting as I mentioned a while ago I was quite sure I heard in a CC EFL was replacing H-fuel cells with Li. I asked Jason, and I'm sure he knows the answer, but he has yet to reply. Perhaps they don't want to attract too much attention and catch the ire of companies they're taking business from. Stay under the radar for now. Sales are coming anyway.

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