Reminds me of my bear case for thread "what is the value of being shovel ready" Post #: 60085847
I postulated a 300,000 electric vehicle delivery shortfall from GM due to supply constraints, annually, would result in a US$2.7Bn loss of profit. The article states a 100,000 vehicle shortfall for the quarter resulted in a US$1Bn loss.. about right
I then go on to say Sunrise' products facilitate and secure US$5Bn of potential OEM profit in total.
Reminds me of my bear case for thread "what is the value of...
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