Electric Last Mile Solutions Inc (ELMSQ)

[value1008]

Yeah, the relative under-valuation for ELMS compared to so many of those other companies is ridiculous.

As to your remark about the shorts, they've probably been thinking that b/c of logistic problems out of China, ELMS won't be able to ramp up production to expected #s by end of this year or end of next year, and that cost-of-goods will be so high due to more expensive shipping & container rates that ELMS will incur bigger losses and not get to profitability as soon as projected (end of 2022).

My own opinion is that ELMS' veteran mgmt experience is going to be able to mitigate those problems to some extent and be able to ramp up fast enough by Q2-Q4 in 2022 to make up for the lag.

We should hear a lot more about this on the CC, especially during the Q&A.