I thought their capacity of 10 million square meters was massive but when you look at this report and see that the global demand for 2016 is expected to be 1.99 BILLION sq. m. http://www.prnewswire.com/news-releases/global-and-china-lithium-battery-separator-industry-report-2014-2016-300045547.html From their last announcement they stated the following "Several major battery companies are expressing great interest and have begun qualification processes" and "We are seeing a strong response from chinese battery manufactures for Separion and numerous companies are asking for samples" and "We are now assessing joint ventures and other means to increase capacity to meet increasing demand". It sure looks like they are expecting some major deals. The article also gives a price per sq. m. of 1.48 US for 2016.