Hey Siegfried (I know, you've got me on ignore, but anyway, howya doin'?), I can see the logic of your assessment, but it seems to have a problem. Tesla wants to be in full production by 2020, and in fact is producing cars now, with the intent of ramping up their rate towards their target. But if ZEN will have to hustle its buns to get producing by 2022, what is Tesla doing for graphite in the meantime?