Yet another solid podcast presentation from Raj

https://www.thearmchairtrader.com/electrovaya-raj-das-gupta/

Nothing new but a nice review of the following:

• The example of Walmart moving from lead battery technology to Electrovaya.
• Mentions that busses and trucks will be a bigger emphasis in 2023.
• Moving from contract manufacturing to vertical supply change- in the midst of planning gigawatt hour plant. Will be building up capacity- conservatively over the next 1 1/2 years.
• Raw materials pricing has gone up in the last 24 months.
• Infinity platform 30 patents on the separator (which he doesn't mention was purchased from Literion)
• Solid state has filed 4 patents with a few more to come.
• Would like to see more government support- says it is 10 years late.
• Will not become CATL- aiming to keep higher gross margins.
• Will maintain current growth trajectory.
• Still on the right track for commercializing solid state.