General discussion, page-165

@bobthetrader - Been with the company for approximately the same timeframe as yourself. Significant investment for me.

Sorry, I don’t have a good pricing figure for you. My ballpark estimate is $5,000 profit for every tonne of product produced. It’s not something I lose sleep over. If they can produce at scale, the profit will come and demand is endless.

I do worry about the ovens. No news on Gen 3 ramp is concerning. Is it a logistics/shipping issue with parts, or does the oven need revision before ramping to 40,000 TPA? Samsung/Panasonic will want consistency so having to requalify with a hypothetical Gen 4 is not a good option. If it is a logistics problem, how many ovens do we need to reach even a 10,000 TPA rate? Are all the parts coming from China?

Communication from the management team is lacking. Not a great sign, but I’m giving Chris Burns the benefit of the doubt. I hope he looks at that Tesla calendar on his office wall every night and remembers Elons lesson. “Being an entrepreneur is like eating glass and staring into the abyss of death…”. Think he’s got what it takes.

All that to say, I’m not buying more shares until we get a positive production update.