Exro Technologies Inc (EXROF)

[Moctor]

New here and interested in people's investment thesis.

The platform piece is where this gets particularly exciting for me. Companies that can truly scale, can offer the same product at the same price to any customer. The industrial-scale is hard to overestimate.

More or less, the same product integrated into
1. electric motors,
2. battery & energy storage systems
3. generators and
4. together in a power system that includes electric motors and power storage

Each one of these market segments contains billion-dollar subsegments. For example, I think each of these sub-segments are worth a billion or multi-billions each.

1. Any electric motor plugged into the grid:
a. Buildings from the fan in your HVAC to the motor in the elevator.
b. Consumer goods and durables like washing machines and refrigerators
c. Construction and manufacturing machines like cranes and conveyer-belts

2. Energy storage using batteries
a. Solar or wind power grid-scale energy storage
b. Retrofit batteries for electric vehicles.
c. New electric vehicles

3. Generators
a. Any turbine including Hydro or wind power
b. Mobile gensets including diesel and gas
c. Electric power for marine applications like cruise ships

4. Complete Systems
a. EV Automotive
b. Personal EV like scooters and bicycles
c. Marine - The Europeans are electrifying ferries and people transport ships to electric in the Baltics.
d. Long-haul trucking
e. Rail

And this is off the top of my head without much thought.