We simply have different meanings of the word "fact", as for me until Mantra has produced a significant volume of MRFC's and has the entire supply chain in place, and have at least 2 Q's of production, the numbers are still just paper. The company has no experience producing them en-masse.
I'm not saying the cannot be produced at 80% lower cost, just that I don't consider it a "fact" until it has been proven at scale. That said, even 50% would represent a real "moat" for this technology.
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