RE:15 coil drivers from workhorse What makes you think these Workhorse vehicles have Exro on board?
I searched Google which mentions WorkHorse and Linamar and the e-Axle and I searched the Exro website which gave this mention of WorkHorse in an interview back in September 2022 - and it was the e-Axle connection through Linamar:
"Sue Ozdemir: We've tested on a bunch of motors. And we can gain a lot of confidence to how it's going to perform on that specific motor that is unique to Linamar's powertrain. And so as we wait for that, it's like a final checkbox that we need to make. But there's no risk that says, "oh it's going to go on that motor and it's going to blow up." And so as we're talking to that, I just want to make sure that you all understand why we're seeing it that way. And so, yes, there's a couple of weeks where the motor was supposed to be in, I think two weeks ago, and now it's going to be at the beginning of October. And there's little supply chain things that we're working, but it doesn't prevent us from progressing from the core Exro technology part, the Coil Driver.
Darrell Bishop: And Linamar, obviously, they launched this eLIN e-axle division four or five months ago?
Sue Ozdemir: I think eLIN is over a year now.
Darrell Bishop: Okay. But they rolled out the initial prototype at the ACT show. Two, three weeks ago, they announced a supply agreement with Workhorse Group out of the US. And so, Sue, what can you tell us about the relationship between that e-axle and Workhorse Group and where our product comes?
Sue Ozdemir: So, I'd say first as somebody who drives, we want to make sure that Tier 1s and auto manufacturers are really thinking about reliability and safety. So, I commend Linamar for looking to Exro and seeing this next generation tech, but also staying true to their Tier 1 nature and making sure that the product that they put into the finished product is safety tested, reliable and achievable for their long term. So, they've long said that we are what they consider the next generation for the eBeam axle. We're on track for all of that. Nothing's changed. They have an incumbent that's basically supplying them today. And so, what I would say is that in the future I would see us being that supplier because we're going to deliver as we promised. We have no doubt it's going to do what we say it's going to do. And Linamar, again, has been a fantastic partner, customer, and helped us to take it through the development to where it is today.
John Meekison: And I think it's fair to say that on the back of that and I'll turn over to Josh, I'll ask another question too.
All: [laughter]
John Meekison: We can see other initiatives emerge from the same strategic partners. We're not necessarily tied to one specific project.
Josh Sobil: Yeah, it's a good point actually. So, I mentioned earlier with the larger automotive partners, companies like Linamar, why they're so important is because they can amplify our presence in that marketplace. So not just-I know it's easy to focus just on eBeam axle, but Linamar supplies a lot of other companies with a lot of other e-axles or three-in-one drive units. So that's not to say that that's the only program that Linamar may basically enable us to [inaudible]."
Is there something else somewhere else that supports your speculation on WorkHorse using Exro?
The WorkHorse article and website do not mention it.