it does seem like we're on the same page. i tossed out a very rough "back of the napkin" valuation based on the OS at the time (<700M) and the full 100K EV order. i assumed in that calc we weren't just making the batteries.
we can get really granular with various models, but for every scenario where that order is reduced or not met within an annual time frame, on the bullish side of the ledger we can add lots of new revenue streams.
and we can also speculate about other jinbo entities that may or may not make their way into this shell.
plus considering how 700M shares of this stock traded in low trips before any news was out, could they use that cheap stock to retire massive blocks of shares to the treasury?
it comes down to one question: how high do they want the pps to go?
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