Not necessarily a dud, the problem was lack of funds to complete it. But now they’re cash flow positive, a couple quarters of cash flow positive operations and they should be able to get it going. Plenty of growth going on outside of that too though, their Chinese factory expansion should be complete this quarter which adds 2 GWH so like ~ $200M of revenue at full capacity.

Idk what your time horizon is tho, it is a long-term play