Thanks so much to the meeting attendees for your reports, which have been the best look into VLNC we've had for quite some time.
I have some questions, please:
What are the chances that what you saw was largely faked, or at least carefully orchestrated?
From reports of the video, I can't visualize enough to know what you actually saw ...
- Did you see the line completely in operation at one time?
Or did you see snippets of success edited together?
- Did you see any evidence of consistent volume production?
Or is it possible that consistent production is still elusive?
- Did you see any evidence of actual production volumes?
I.E., How many batteries did you see go by?
- Did you get any information on quantity of production to date?
I want to know if VLNC can make a bizillion batteries per hour ... and VLNC only knows that if they have done it ... that's the simple reality of physical production.
So, what is the hard evidence that VLNC can grind out batteries?
What is the hard evidence that they have done so?
"If you build it, they will come." -- I'm not worried about competition, OEM acceptance, etc, etc -- I believe if they can grind them out, they can sell them.
Can VLNC really grind out volume production today? Or did you see a nice PR fluff job?
Please think about what you really saw. Was it conclusive evidence of volume production capacity?
I hope so -- and now it's time for more.
So, we didn't get PO's -- what did we really get?
Thanks much ... |
