Replies to post #48807 on JB and ZJMY Holding Co (JBZY)

[jpmu]

Excellent post Bob Thank you!

[November61]

24 cents seems to be low, imo.

unless it is for next Friday.

To be continued.....

[WHIP THE HORSE]

Good estimate, but to that you have to add the revenues of selling batteries and charging stations.

The pps could double to 0.50 IMO.

[maverick81]

Nice post... and this is BARE MINIMUM


Not accounting for the mile long list of other catalysts, contracts, revenue streams and other companies that could be brought into this "HOLDING" company


Mav

[xZx]

hmmm... so the market isn't forward-looking? if so, that would be a first. why did amazon trade as high as it did on zero profit, or tesla, for that matter? in fact, the market does factor in future growth to a current pps value.

i think your calcs are way too low even discounting future earnings,

there's no mention of e-buses, or consumer sales of cars, or charging station revenues from consumers (unless i missed that), or 3rd party manufacture of batteries, etc. you left out the majority of our revenue imo.

and what if jinbo starts adding a few more companies of their own?

[xZx]

in this section you've assumed the 100K vehicle order is optional? or that they won't meet the requirements? that it will take years to build cars that are in an active order? that seems incorrect.

Therefore, by 2020 ZJMY wants to have sold 420,000 taxis (assuming no additional taxi growth). Let's assume they ramp up production and break that down by year.
2017: 10,000
2018: 50,000
2019: 120,000
2020: 240,000

imagine a company saying, "yeah, we know you ordered 100K vehicles, but we could only produce 10K of them. you'll have to wait until we ramp up production before we can meet your order".

i think if dequn wang has money, or connections that do, our EV company will soon have all the capital they need to at least fulfill half that 100K vehicle order within a year.

don't forget, the model ordered will become obsolete pretty quickly in a market where styling and tech change so rapidly. they need to deliver the cars quickly just to compete in the market place.