ATJ got a write up in Proactive Investors which is worth a read. The deal with Proreka for the Proton contract could be quite significant in providing opportunities for future OEM deals. Also the article mentions about the growing market for superchargers which is dominated by Eaton. IMO Eaton will be watching closely to see what market share ATJ can eventually get. The entitlement issue creates initial pain and dilution for current holders but long term may pay off. The MD is very confident so I guess we just have to let this play out.
ATJ Price at posting:
2.0¢ Sentiment: None Disclosure: Held
