CBR 0.00% 13.5¢ carbon revolution limited

IPO - Carbon Revolution Limited, page-209

  1. 4,567 Posts.
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    yep agree. so basically a lot in storage for the add on packs, looks like the sales contracts will likely be discontinued wouldnt u say, after a few years in storage with no one adding the packs? Ford, ferrari just paying for surplus add on pack wheels which end up in the storage depots. I guess both companies are big enough to pay for the extra surplus in storage, but it leads to questions on the viability of the business model is there is no valid use case.

    Non oem sales would be extremely small i imagine as the prospectus clearly states OEM the majority.

    Last edited by Nige456: 03/01/20
 
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