Exro Technologies Inc. T.EXRO

humvee

[taltimbr]

is just a showcase product to show what exro's engineering is capable of, nothing more or less.

taltimbr

[Pandora]

Latest tweet from the webpage: https://twitter.com/exrotech/

[Pandora]

The full 6 minute Hummer conversion video: https://youtu.be/RmSNnGYaGTk

[Exronly]

Full of propriety technology... The very reason Exro started a "Vehicle  Systems Division" run by Brian Van Batavia.  In Exro's materials they mention the Market size of EV Engineering is larger than the Inverter market, by almost triple.  300 and some Billion.  The Humvee is a big deal.

[SIMPLICITI1]

Exronly,  Please submit a copy of the exro materials that makes that claim, I cannot find it in their 2023-Q2 presentation and I find it hard to believe they would not disclose a 300 billion market opportunity for this division.  Thank you

[Exronly]

Simpliciti  Exro posted a chart in their materials of total addressable markets for the Coil driver, cell driver and Engineering Services  It was shocking as the Inverter market was 100b plus 200b plus for the Cell driver and battery storage side or cell driver and over 300b in engineering services so Over 600B in total addressable market for their three products.... you can find it in

[Exronly]

Ok Found it Simpliciti go to Exro website, click on the investors page then click "overview " then scroll down to bottom of the page and they list the total addressable markets for each Product.  I was wrong in my last post as the market totals over $700B not $600B so I undershot, being conservative.    

[SIMPLICITI1]

Thanks,  I have reviewed and compared EXRO's TAM number for EVS with those put forward by two different industry/market research firms. Right now, I am not buying the TAM they're trying to sell for this "division", but I need to do some digging to find out more about what is behind those numbers.   Best

[Exronly]

You have read Car Makers plan to invest $1.2 Trillion by 2030 I am assuming...  https://www.reuters.com/graphics/AUTOS-INVESTMENT/ELECTRIC/akpeqgzqypr/ the TAM is enormous.  A few posts ago you didn't know the Engineering service side even existed only to discover it's twice the size of the Coil Driver market.  Not sure it's me missing the boat amigo. FWIW in any case

[SIMPLICITI1]

Exronly.... Nice try my friend but your original post spoke to the CD and nothing more.... I believe you refered to it as the inverter...and that those were essentially a dime a dozen and went on to suggest that EXRO was a software business only.   Like I said...... Exro can publish whatever they want regarding the TAM for Automotive Engineering Services but that represents a huge

[Exronly]

Simplicity  SMH   You and I are on completely Different plains.  I now see why you think I missed the boat and I accept that. No need to clutter this board with further dialogue.

[Exronly]

Simpliciti  this is the text fromy Original Humvee post where you wrongly claim I am speaking to the Coil driver and nothing more.  if you read it with an honest and open mind you will clearly see where you are 100% wrong in your assertion and I speak of "systems" Exro is designing.  Forgive me for not being more articulate so you could understand more clearly.  

[SIMPLICITI1]

Dear Exronly,  Every time you post you dig a deeper hole for yourself and you demonstrate your total lack of understanding for the technology, the opportunity and EXRO as a business.  To Clarify: The following is what you posted and my response to that statement. May 3rd 2023 2:28 pm Exro's tech is software,, they didn't invent the inverter, they made it work better , through