Exro Technologies Inc T.EXRO

My estimation of revenue

[Napcoo]

Sea electric yearly revenue of 2023 was $17 mln in USD, financial year ended on June 30, 2023. $7 mln from Australia, 10 mln from US, this can be trusted as it's audited results.

Inventory was $12 mln at the end of June 30, 2023, increased to $17 mln at the end of September 30, 2023.

revenue of Q3 ended at September 30 2023 was $3.9 mln. Revenue of 6 months ended at Dec 30, 2023 was $7.2 mln, this is unaudited results, for simplicity, we assume revenue of physical year 2023 was $17 mln as the company will not be forthcoming.

[Napcoo]

Contract liability is something exro never published or never had meaningfully $2 mln at the end of June 30, 2023 $6 mln at the end of September 2023  with $4.7 mln deposit received Exro had information about later months, but chosen not to publish, why? Sea delivered 25 Sea drive in January, 2024, confirmed by exro Mack delivered 29 ev trucks in Q1, 2024 confirmed by Volvo, this included

[Napcoo]

This has been circulated a while, no way of verifying, but sounds like exro way of communicating Quote from Darrell Bishop last week of May in convo with Freebrit. “We will deliver more propulsion systems in May then Sea did in all of 2023 and more than they did in Q1 before we closed in April.” Assuming $0.2 mln per sea drive, 85 units delivered in 2023, 50 units delivered in Q1, 2024, so best

[RangerBuck]

Don't be surprised if the company communicates covertly through planted posters in popular chat groups to pump noise , hype messaging , distract by posting maybe articles  and or  create a blindly bullish meme stock atmosphere distracting from the facts.  The same planted pumpers discredit others that question what are true facts and what is speculation.  This investor

[Napcoo]

Totally agree, all we got were overpromises from the company, and obviously pumps hidden behind NDA, exaggerated number, analysts were overestimated too, so $10 mln, 50 sea drive would be the maximum for Q2 2024