I appreciate all the information shared in this forum. Thank you.
I did want to mention that we haven’t discussed much on the operational aspects of VKNGs systems (systems meaning production, supply chain, logistic, etc.) and their overall ability to produce the units meeting cost, quality and availability targets. For anyone that has ever been a part of a fast growing company, execution can be a real challenge. Especially if you include doing it with limited financial resources. So getting the orders is great but you cannot exceed the ability to produce them or you’ll leave customers very unhappy; -never a good thing. I expect that the complexities of the product lend themselves to our perceptions of “slow growth” or other “disappointment.” I am pleased with VKNGs no-nonsense approach. Saying what they will do and doing what they say. I am also pleased with the recent additions to the Board though admittedly my research on the individuals was no deeper than what was immediately available. The additions bring strength in finance, operations and to some degree marketing (at least in experience and connections).
I remain a cautiously optimistic fan focused on the long term.
GLTA
Best regards.
