Love the potential here. My concern is a large player like GM will not be allowed (by its own internal rules and governance) to become overly dependent upon a small 3rd party supplier for product. Hence I suspect much of the renewal of GM contract centres around CXZ demonstrating how they will ensure continuity of supply during the next contract term. Basically CXZ needs to grow its balance sheet significantly and quickly - how though beats me.
Ann: CXZ Investor Webinar, page-37
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