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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
Comment by GerritEtmanson Jan 05, 2016 7:32pm
131 Views
Post# 24431711

RE:RE:RE:2016 will be the year of EFL

RE:RE:RE:2016 will be the year of EFLLet me explain to you why this will not happen in 2016 (but you can hold out for 2017 ;-)):
When EFL acquired the plant in Germany, the plant there was to be closed because it was not cost-competitive.  Sankar Das Gupta reasoned that he could lower the cost by his proprietary non-NMP process.  One year after the acquisition, we learned from the Management Discussion paper that
1.) The conversion to non-NMP manufacturing has not yet started
2.) Will not be completed in 2016
I know that you do not read income statements, balance sheets, cash-flow statements or management discussions.  That's where I come in: I do this just for you, Varadero!
I can now tell you that they will continue to be non-competive on price throughout 2016.  The choices: get the orders in and produce at a loss (which will not get the share price over $1.-), or try to drag orders out until 2017, with a commensurate loss of customers.  
Ths is a terrible position to be in.  Maybe they have a patient bank, maybe Sankar coughs up his own money.  Whatever.  But the share price will not go to $8.- in 2016 any more than the Pope becomes an Grand Ayatollah.
Bullboard Posts