Exro Technologies Inc T.EXRO

Channel Partners and High Performance Vehicles

[Wriggles]

 

 

I believe that HB4 is also a channel partner.  Sue once referred to it as a distributor.  The Revenue model there potentially is similar to that for the ESS channel partners.

 

From its website, SM4E  provides "design to rapid prototyping up to production and integration"  which implies that it is not a mass motor producer. SM4E can help customers integrate the CD into HB4's customer motors. Much in the same way that ESS partners can provide installation services for the cell driver.   Which suggests a comparable business  relationship in a broad sense.

 

4Thoughts provides some revenue estimates for the cell driver in its 15 May report.  You can google these at  Exro Technologies (EXRO.TO): Commercial Terms with Linamar Announced   I would take these with a big grain of salt for obvious reasons.

 

It is interesting that the photo beside the specification for one of SM4E's specialty motors shows a picture of a supercar parked in front of a garage door that has the word Maserati printed above it.  Maserati entered Formula E last year and is not doing well.  It currently uses Marelli motors.  Maybe  time for a change?  See photo on page 3 at

 

https://www.sm4e.it/wp-content/uploads/2022/06/Traction-Motors-SMA1_compressed-English.pdf

 

If you look at the backdrop display for the HB4 video at E-Tech Europe at time 50 seconds, you will see that HB4 is also promoting EXRO's high voltage inverter with the target audience being identifed as "High Performances and  Heavy Duty Commercial Vehicles"

 

https://www.youtube.com/watch?v=yifWkI0QVDs

 

And when the picture on page 8 of EXRO's latest presentation first came out, it showed a picture of a high performance racing car.  That was quickly changed to  depict  a passenger vehicle.  Don't know why.

 

Sue used to talk about high performance vehicles.  She 'dropped' a  number premium OEM names, such as Ferrari and Lamborghini, in her HB4 comments in the 23Q1 letter to sharholders.  She otherwise has been silent on the subject for a long time.  Maybe something in the wind.  It certainly would be an ideal candidate for a CD...even if just for promotional purposes.  Just fun speculation.  Maybe coincidental.  It formed part of my thinking why premium/performance vehicles might be EXRO's  second wave  to market.

 

[skupper]

A channel partner is a company that partners with a manufacturer or producer to market and sell the manufacturer's products, services, or technologies. This is usually done through a co-branding relationship. Wikipedia

[thefourth]

Good stuff Wriggles!  I think there should be an electric car racing circuit established.  That would make all the car makers figure out how to go faster for longer and showcase all the latest technologies.  Maybe some sort of endurance race where superior electric motors and battery technologies are the winners.  Just think about how it would cause competitors to consider

[Wriggles]

Formula E serves that purpose, Fourth.  It's the equivalent of Formula F but is electric. There are considerable restrictions on design of the vehicles so participants are forces to innovate.and optimize.  In theory, some of of that innovation will find its way into the ev market.

[Moemoney42]

Agreed wriggles, the Formula E class has been around for a while now.. and quite impressive to say the least.. now imagine if they could introduce EXRO's product into their vehicles.. that's gotta make a difference.!!? The torque when they slow down in corners and ramp up to excessive speed in seconds has to have a benefit by integrating EXRO's tech, let alone the weight reductions

[Wriggles]

Absolutely.  I  recall listening to Tate Rimac last year describing how much thought and effort went into eliminating the two speed gearbox for the next iteration of the Nevera and wondering if he had heard of the coil driver.  For those who haven't heard of him, Tate is the founder off Croatian company  Rimac which manfactures the ev hypercar Nevera, the world's

[Pandora]

How many Nascar fans would agree with you? You know they're making progress when you see the first EV introduced in a Nascar race.