add,
Thanks for the research on interest and taxes.
I wish VLNC would reveal information on yield and unit production cost. Until they do, we can only speculate. Given that: (1) VLNC has blocked the sale of the improved machinery to others and (2) VLNC is in no hurry to license their technology,
may be, the next 2 years' LiPoly battery production will be theirs, as Lev seems to "indicate"? If so, how VLNC would price its products (profit margin) or how OEM's value LiPoly battery for their products - laptop pc's, cell phones, PDA's, etc. Before we check out the "supply side", I like to check the "demand side" first.
VLNC and OEMs need to confirm consumers' acceptance of LiPoly batteries. We may know soon how well LiPoly batteries being received by the market. Do consumers care whether its LiPoly or Li ion or whatever? (As a consumer, I am not happy with Sony's Li ion batteries.) Is there room for OEM's charging premium for the LiPoly battery's specific advantages of longer time between recharges, light weight and formability, safety, etc. How this premium will work out in terms of $/w-hr? Reconcile this premium component with VLNC "selling" price of $2 to 2.5/w-hr that Lev often quotes. VLNC, Hanil, and OEMs perhaps have most of this information. I wish they discuss these issues at the next CC.
On the supply side, would VLNC let us know their NI plant's breakeven production rate? Ram |
