Milestones and plan and market
The fact is, Exro has not yet had a lot of commercial sales to hang its hat on, but of course, short report or no, I'm pretty sure the market was already aware of that! What I want to hear more about from Sue is the plan and milestones that she speaks of. And, I want it made clear *why* the people who are going to buy this tech are going to buy it. What does it do for them? How is it going to increase their sales? How is it going to make them money? If the value proposition is that it will make an equivalent spec'd vehicle cheaper to produce, then clearly the market is producers of economy vehicles. If it makes luxury vehicles even more luxurious, then that needs to be made clear. Maybe both. One thing to note is that the EV market is so young... We are at early innings here that's for sure. The market priced this at $7 a few weeks ago, now at $3, tomorrow unknowable. The size of the addressable market really depends on addressing why people/OEMs are gonna buy it... i.e how it helps them make money. I want Sue to tell me how the Coil Driver and BMS help OEMs and others make money.