Exro Technologies Inc T.EXRO

“Tier 1 Suppliers Who Will Manufacture EXRO’s Products”

[thefourth]

Exronly,, I quote this statement from one of your recent posts.  It is contrary to my understanding that we have various partnerships with Tier 1 OEM suppliers that will "integrate" Exro technologies into their own product offerings.

Exro has gone to great expense and seem to be extremely proud of their world class clean room manufacturing facility in Calgary.  I believe this is where that they will actually manufacture their hardwares to maintain absolute control of the quality of their products.  I believe then they will ship their products to various customers who will include Exro hardware parts into their own new products or retrofit existing products with EXRO technology for superior performance.

At least this is my understanding of how the business will operate.  In the years ahead with the Calgary facility is running at absolute capacity and EXRO returning a decent profit, in my imagination they will do a large raise of capital to build their flagship mega manufacturing facility somewhere else.  And it could be anywhere else.  I hate to mention the Nasdaq exchange again but that move may be coincidental with a large raise of capital with New Yorks biggest financial players and bring in a whole new echelon of investors.

I just can't imagine EXRO giving anyone the recipe to our secret sauce our eleven herbs and spice so to speak.  We want to produce an extremely high volume of our product at an extremely low cost of goods sold and charge an exorbitant price for them to our long queue of happy customers competing for volume.

That's how it goes in my imagination.

best regards
thefourth

[Exronly]

Sue has said in many many videos and many times   Calgary is low volume and they need partners to handle the high volume of 400-600,000 units   her words not mine.  Watch all the videos on YouTube where she is interviewed.   As for corporate espionage Sue has their handled.  She learned that at GE. 

[Judith1958]

thefourth - (5/5/2023 at 11:45 AM) Congratulation for your excellent article. I stand completely in behind of your opinion. This is the way. That is exacly the strategy that Exro has to follow. However, one question I have Provided that Exro would succeed in breaking through 2030 or earlier that their "Coil Driver" and "BCS" will get to a standard product in all EV cars

[Exronly]

As a matter of practicality not a single OEM car maker Will use Exro's Inverter in any of their models with Exro's lack of capacity in Calgary.  Exro simply cannot handle the volumes and they do NOT have the manufacuring record to provide Car makers with reliable parts in the required volumes.  This is something many investors cannot get their head around and understably so

[thefourth]

Hello Judith, I think the simple answer to your question is that EXRO technology will not be integrated into every EV produced in the years ahead.  Only the good ones.  I'd like to think EXRO will have the pricing power in the market to maximize their production and profitability.  EXRO will pick the winners and losers based on EXRO's perception of our partners' product