-why in the past have we gone into blindingly specific detail on battery production, lineal feet of electrode belt,
cost/kwh, energy densities and yet are so silent now? If I heard Stempel correctly, are we really only at "30
modules/day" or slightly over one vehicle pack per day? Must be mighty lonely down in Kettering Ohio.
Fred, I heard that 30 modules/day comment too. Isn't that about 2 vehicles/day. Preeeeety small pickings in any event.
We should put together our own conference call of some of the knowledgeable souls on this board with James
Myers and/or Ruder Finn. Since the company doesn't seem to know how to tell its own story, maybe we could
craft one for it. If Myers and/or RF won't play, my paranoic fears will be stoked big time.
This is a good idea. However, when I talked to Steve Curtis at Ruder Finn, the impression I walked away with was a real "Have you ever heard of the New York Yankees, hayseed" type of deal. That's not fair to Curtis, cause he was also sharp, but it really did feel like running into an "I'm all right, Frank/Not-invented-here" mind set.
We should call the guy up just to rattle his cage. |
