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Electrovaya Inc T.ELVA

Alternate Symbol(s):  ELVA

Electrovaya Inc. is a Canada-based lithium-ion battery technology and manufacturing company. The Company designs, develops and manufactures lithium-ion batteries and battery systems for energy storage, clean electric transportation, heavy duty electric vehicles and other specialized applications based on its Infinity Battery Technology Platform. The Company is focused on contributing to the prevention of climate change by supplying safe and long-lasting lithium-ion batteries. The Company is also developing next generation solid state battery technology at its Labs division. The Company has two operating sites in Canada and has a 52-acre site with approximately 135,000 square foot manufacturing facility in New York state. Its battery products are used across various applications, including material handling, e-mobility and energy storage.


TSX:ELVA - Post by User

Bullboard Posts
Post by Dacomon May 15, 2015 9:05pm
195 Views
Post# 23735244

A great transaction?

A great transaction?On the surface it all sounds great. According to the conference call, "the company is operating at a profit and there will be exponential increases in revenue in the future". In addition there are hundreds of patents being acquired, world beating technologies/operating facilities, fantastic staff and 5.7M Euros in cash to come. What's not to like? Here are a few things to mull over that came out of the conference call. The famous annual $30M contract with the automotive manufacturer is being withdrawn over the next few months because they have found a cheaper supplier in Asia, even though EFL's press release says "The purchase includes.....an on-going fixed price contract to supply a German automaker for its electric vehicles". So, will the facility profitable without that contract? I suspect that no-one has actually thought that one through.....even though the seller surely has and that is why they exited stage left. What about the costs to modify the factory to the new process? "We are hoping the German government will pay for that". What about the "expectation of exponential growth next year and the years to follow? "Sorry, we're not providing guidance on that, but it is looking good....we've had loads of RFPs in the last couple of weeks". But, if you do get all these orders immediately, how are you going to finance working capital needs? "We are, er, looking at banks, er and EDC....things like that". So, what can we conclude from all of this? They may have a thorough and detailed plan to manage the acquisition and grow exponentially (even though their press releases and conference call indicate nothing of the sort) OR, more likely in my opinion, it is a desperate "Hail Mary" pass which is based on amazing amounts of wishful thinking, poor planning and substantial risk. Let's see how it all plays out.
Bullboard Posts