CBR 0.00% 13.5¢ carbon revolution limited

Ann: Market update, page-98

  1. 196 Posts.
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    thanks spec , 4m would be monumental indeed but when you put it that way just 1% market share , its very achievable when you think about the tech we have and the lack of competition and the mind blowing ev opportunity ahead of us, it reminds me of a company like afterpay that was allowed to run far and fast due to first mover advantage , hence 150-200k wheels a year sounds like a no brainer and something that can be achieved very quickly once the first mega line is built , management has already mentioned that most of the new programs will be for evs and that they will need all that capacity from the mega line to meet that demand based on their discussions with various ev makers , I see that as equal to a binding offtake hence the commitment and funding for the mega line , this is not even taking into account the opportunities in the other areas ie aerospace , trucks , military etc, also check out the latest ad for internships in the link below where they mention electric vehicles as an emphasis , imho dyor

    https://www.seek.com.au/job/52947902?type=standard#searchRequestToken=b3d40f80-2612-4225-948a-cab2242cd797
 
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