VALENCE TECHNOLOGY (VLNC) Message Board

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Technology Stocks : VALENCE TECHNOLOGY (VLNC)

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To: J. M. Burr who wrote (8091)	2/9/1999 10:45:00 AM
From: Larry Brubaker	Read Replies (2) of 27311

This post appears to confirm one of the main issues I've had with Fred's earnings projections. messages.yahoo.com@m2.yahoo.com Fred estimated many times that VLNC can earn a profit running less than one shift of the laptop line by saying it can produce anywhere between 5-10 batteries per minute. Therefore, the more than 1,800 batteries that could be produced on one shift would reach Lev's cash breakeven point at $2.50 per watt hour. The post indicates the capacity of the laptop line is 4 cells per minute and it takes 3 cells to make a battery. Therefore, it would take 5,400 cells per day to reach the cash breakeven point, or a full 3 shifts worth of production. In other words, as I suggested before, Fred's eps calculations could be as much as 3X too high.

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