I think that Musk has some time here to evaluate how well the conversion of the German plant goes with changeover to a non NMP process. I don't expect any problems and I too have a gut feeling there could be a deal. Musk says it will be polution free and also mentioned something to the effect of a battery company no one has heard of.
One way or another I don't think Electrovaya will be, or is "a battery company no one has heard of".
Cheers