RE:RE:The world is apparently giddy about EVsThe giddieness over EV's is understandable. They are high priced/low cost products that carry very limited warranty cost exposure. Once manufacturing begins the only risk that remains is marketing
Exro is in the components business!
The time horizon for this company is measured in years, not months, weeks or days.
The technology has a place across multiple industries and applications.
We are talking about intelligent inverters here (where coil driver is concerned). Every electric motor needs one and already has one which means the task is replacing incumbents.
Its a question of how much intelligence is required and at what price/cost.
Each and every opportunity is a nut that needs to be cracked. The bigger the opportunity the tougher that is.... for a variety of reasons and some of those reasons have little to do with which product is better.
And the opportunities cracked today, may not mean revenues until well down the road as customers that have existing designs need to work through existing inventories etc.
MY personal time horizon on Exro is year (5 or more). I am not interested in chasing this up or down and not worried about missing the bottom...because the top is a very very long distance from here.