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Saturday, July 22, 2017 7:44:58 AM
$200-300 per car for multiple parts against various material (BMG, magnesium and/or aluminum) is very reasonable.
If one believe Ponzi Musk forecast, this will be $100 million account.
Take everything with a grain of salt and go from there.
The bigger fish is GM in long term. GM sold 10 million cars last year.
With that being said, any significant revenue forecast for 2017 is unreasonable.
Lake Forest needs to walk (with 2 machines operational) in 2017 before we run (with 30 to 50 machines) in future years.
Royalty revenue via Eontec (and JV) is "undefined" for the time being. Shortie will say dream on. Unicorn will say 2017. Fact will come out "eventually".
PPS predicts the fact not follow the fact. It is called buy on rumor sell on fact.
Folks should query Li directly for "disclosure of fact". Last I heard "open house" is still on track.
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