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Technology Stocks : VALENCE TECHNOLOGY (VLNC)
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To: P. Ramamoorthy who wrote (24770)8/24/2001 10:38:52 AM
From: rli123  Read Replies (1) of 27311
 
Ram:
from your summary of the CC:

"Any graphs on energy density?

Stephan: $/kg? Not yet. We'll have these graphs and specs on the web site. Approximately pure
cost of materials basis alone - phosphate at $4/kg or 17-18 cents/whr, Co at $30/kg or 32-33
cents/whr."

I think this is what I heard as well. But these numbers don't make alot of sense to me: if phosphate has such a large cost per kg advantage ($4 vs $30), and only a modest (but not insignificant) $0.17 vs. $0.32 cost per whr advantage, there must be a significant phosphate whr/kg DISADVANTAGE (in order for the numbers to tie). (for example, using a kg of each raw material, the number of whr would be ($4 / $0.17 =) 23.5 whr/kg for the phosphate, and ($30 / $0.32 =) 93.75 whr/kg for the Co). This diverges significantly from what we have been told, doesn't it? Maybe one of the numbers is wrong.

Another thing that has always lingered in my thinking: how significant is the raw material cost relative to the out-of-plant cost for these cells? Raw materials is only part of the cost of manufacturing. I think raw materials is probably pretty significant, but I don't have any specific experience in the economics of battery manufacturing. Is raw material cost 80% of the out-of-plant cost (which would be my best guess), or much less?

Please help me understand. Thanks.

rli
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