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clock Created with Sketch. 21/06/19
07:02
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Originally posted by muppet655
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Lack of follow through buying makes an aggressive suitor very unlikely. Even if it is Twiggy or another deep pocketed suitor they will be operating through an opaque intermediary and we’ll be in the dark for some time yet. Here’s hoping it’s not a subsidiary of the larger JRO network of companies. Pretty much anyone else will be a boost for AJM since the parcel won’t be hanging over us.
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Everything in a business model must be risk managed, and risk mitigated where best placed...lack of investment $ is indicative of an opaque market where volumes, throughput and timeliness are unknown. Forget banks to accept such risk....risk must be placed and remain where value accreditation is strongest . If profit and value are strongest at the ultimate OEM level, then the EV manufacturers must accept and own that risk....it's simply duff for the 'market' to consider the battery manufacturers will accept this on their own....ok, maybe the likes of Catl, LG, Samsung, Panasonic et al, will accept shared risk with OEMs,.but until this model and concept is ironed out,.the EV business will not progress imo. In summary,.the end to end business process must be owned by OEMs who are solely responsible for forecasting on a 5 yr forward basis.
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