RE:RE:RE:RE:ATD's performanceThere are a lot of things to consider here. I mean, there are a tons of unknown and it seems that unanimously you guys are making the assumption that all will be well.
Who knows what the customers habits will be for charging their cars and what the options would be. Say I, personally, had the options to charge at a convience store for 15-30 mines or I could charge at my house, you best believe I would charge in my house every time.
+ who knows what the competition will look like, or how lucrative a charging station will be? Maybe Testla will have a 100% wholy own whole charging operation and they will destroy couche-tard. Even worse, I can imagine that chargings station would offer much worse margins that gas pumps.
All I'm saying is that the valuation for the company is not cheap while there are a ton of challenges ahead. With management wasting good time after bad of persuying failed deals, I wonder how much time they are spending wondering how to position themselves for the future.
I can't tell you if they will thrive or if they will die during this time, I've got no crystal ball, but I can tell you that there will have to be some changes.