Post by
Napcoo on Dec 06, 2024 10:53am
on the positive side
1) all Lithium battery purchased by sea in 2023 at the highest price has been integrated, exro said a lot of nonsense about reduced cost due to better management, it actually due to lower lithium price
2) newly arrived lithium battery seems to be on a constant basis, last arrived on us port 19 tons on Nov 26
3) over 100 units of power steering pumps arrived on Nov 27, with each pump 4.55 kg(my guess), total of 676 kg(including packagings)?, This would propbly for Hino trucks, as Hino often ordered trucks sold under sea brands, nonetheless, it means firm order of over 100 units of sea drive s from hino
Comment by
Napcoo on Dec 06, 2024 11:03am
4) cell drive update is due, and it will be positive 5) Mack md electric is about to grow exponentially, 67 ev certified location s, Mack has the money, ambition, and pressure (down big in 2024 compared to other brands in Volvo, with the cab issues resolved, no excuse) to grow 6) exro has a lot pressure of overstatement, they learned to keep their mouths shut
Comment by
Napcoo on Dec 06, 2024 11:12am
7) interest rate cut is on the way, meaning more money into stock market from savings account and Bond market