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Re: None

Tuesday, 11/25/2025 6:06:22 PM

Tuesday, November 25, 2025 6:06:22 PM

Post# of 231808
MY outtake,

Brief and nothing exciting, but that is almost to be expected for these type of investor updates. Anyone hoping for more, other than bread crumbs, will be disappointed.

Biggest reminder is we are not the only game in town... we have competition. Polariton; we are not exclusive to providing Polymers to their company.

Something like 15 in stages 1 or 2 is positive. Those can accelerate rapidly into stage 3 (imo).

Two (3 total with Polariton?) announced in stage 3 and we have another month to get a third ADDITIONAL to meet the previous goal of 3-5 MORE by year end. Disappointing if we don't get the third, but not a game changer.

It's definitely not a kick the can down the road presentation. However, 2026 seems like we either make it or not.

Thank god we didn't hear "I'm really excited" a dozen times. He's pretty direct and to the point. Answered the presented questions with the exception of getting to 3-5 by year end.

My take....nothing to get overly excited about but the news this morning was a WIN.

Jorge
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