ProsserP, there's more than a couple of mistakes in this post. It also a little misleading.

"Electrovaya has stated that they can not currently take on new customers because they are capacity constrained. "

This is an complete mis-interpretation of what was said on the call.

From the transcript posted by Paulcifer

In the fourth quarter of fiscal year 2022, we demonstrated that our scale-up plans from both, a supply chain and manufacturing standpoint could meet growing demand. In this fourth quarter, we had record revenue of $10 million, which was also EBITDA positive, two key milestones which position us to meet our guidance of $42 million in fiscal year 2023.

And

With these enhancements, we expect the Mississauga facility itself to be in a position to support in excess of $70 million in revenue annually with minimal additional capital spend.

In fiscal '23 Mississauga by Q3 Mississauga will be able to flow through $70m yearly in batteries from one shift of work.

The need to get Jamestown going, the way i read it.

1) Get battery assemly going in the first half of '23 (for Raymond batteries) , so Mississauga can transition to batteries for ESS, buses and trucks.

2) Start cell manufacturing to capitalize on IRA.

Where we can agree, the forecast looks to be understated, given all the irons in the fire.

I seem to recall a statement from Mr. Gibson indicating, they would be working though the backlog in Q1.

From the Oct. 5th release.

"The fourth quarter was a record-breaking period for Electrovaya. The team consistently met production targets and customer demands. Were it not for some minor supplier delays late in the quarter, we would have generated even higher revenue," said John Gibson, CFO of Electrovaya