"I doubt revenues will be good."
Nor I. I suspect that revenues will remain low until the new stack is in production in 2024. I am far more curious about the burn rate and the cash on hand.
Did you notice?
1. The Bosch stack that Nikola selected is 120kW. Previous production was 100kW. My understanding is that the power increase was to get a thicker share of the delivery van market. If the archetecture remains the same, the Nikola build will have twinned 120kW stacks, for a total of 240kW. If this is true, and 200kW is the 'sweet spot', any technological advantage that the Hyzon 200kW stack has will only be increased.
2. Bosch is in production with their stack in 2023, Any operator that buys a FCEV from Nikola will know that they can go to Bosch for stack support. Bosch can sell that same stack to any organization
3. The contract that NIKOLA signed was for up to 50 hydrogen 'milch cow' trucks. I particularly like that concept. If the infrastructure is not ready for hydrogen, roll the hydrogen fuel out tp the trucks
Market Data 
Markets 
AI
