RE:RE:RE:RE:Positive Comments & Some Questions2 Ask Of Soroush NazarpourThanks I just listened to the recording. Growth continues albeit not at a "wow" pace. You can feel analysts wanting to be excited by an announcement... I assume the most realistic one is the financing agreement by end of december and construction of the plant starting "soon after". I noted the response on the the Trump effect and possibly a boost by bringing battery material supply chain to US and Canada. With Trump one is never sure if Canada is on his "friend" list so that would be a "best case scenario" that I wouldn't bet on yet.. Will depend on whether his red states have plans to host domestic battery material suppliers. I foresee Canada slapped with tarriffs on more industries-with case by case exceptions. Perhaps a coffee with the Tesla folks would help given the likely Musk influence on many files. :)
Good that they are planning a plant in the Carolina's, but production would ramp up much later in the Trump mandate..
I think the lower SG&A topic scared one analyst (lower sales correlation) but the answer served to clarify things.I think the grey zone that analysts walked away with is the highlighted uncertainty of H2 for this fiscal, inspite of Pedro confirming anticipated continued growth on revenues and margins. That uncertainty would tamper any excitement with their own clients until there is more visibility.
With the new US administration it will be a "buckle up" mode for most companies as air pockets can happen at any time.