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Re: igotthemojo post# 12344

Tuesday, 01/21/2025 10:47:25 AM

Tuesday, January 21, 2025 10:47:25 AM

Post# of 12424
Listen to the calls after Girsky was appointed CEO. not from 3 years ago.
He and Mary have the experience of major vehicle manufacturing and understanding of what national accounts need and their processes.
His interview describing his first 100 days - day one was the fires in BEVS leading to the recall.

If what we hear is true about all the BEVS being returned by end of Q4 that means Protera was able to boost battery production in Q4, but now they can be focussed on shipping FCEV (three times as many FCEV as BEV per batch of batteries. We did see FCEL VIN 351 leaving the factory by Xmas but was it shipped to a customer to count as delivered?

I expect deliveries were ahead of schedule but it is all a matter of who has been using them and when they will turn orders for 10’s into commitments to buy 100’s or 1,000s later in 2025

with those they can get supply chain prices down significantly and start making gross margin on each vehicle.
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