Sure this will go over like a lead balloon, but I think it fair to wonder and nobody is even mentioning as a possibility.  It's a paltry amount, it isn't COVID or uncertainty economics, perhaps "games", but could it be we haven't reached a testing metric of the technology?  Is the hesitation based on some hiccup, no final cash until we prove large scale manufacturing cabilities?  Is it alright to say that here or will one be blasted with more negative 1 scores?  I think it deserves consideration amongst all this speculation.  A slight delay is the culprit here?