RE:Mercedes Explains Their ExitIf I had ONE question to ask managment right now it would be simple:
How much rope does the supply chain give us? ie. If we could sell 5000 batteries in 2019, would LG Chem have the supply of modules for us?
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This is a massive question. Because if you look at who EGT stole this week, it was one of Tesla's largest customers in the Carribean (as I understand it). The reason EGT stole them: supply.
If EGT can supply batteries on demand, this is a competitive advantage that could lead to a major position in the marketplace.