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Message: WTR fireside with Raj

 

Hopefully the link works.

https://us06web.zoom.us/rec/play/Yu2qB82Xf6-IhsQUycWagc4Vupt29rkHuFaBxRqBZl9pa4gl4d0rd-p-bJgC4ToYYmUxXulyeF7CwgtT.SFDWiNEAktNFg3Yo?hasValidToken=false&canPlayFromShare=true&from=share_recording_detail&continueMode=true&componentName=rec-play&originRequestUrl=https%3A%2F%2Fus06web.zoom.us%2Frec%2Fshare%2Fvvn57vixR9e1AbNv77uGYM2BKB5f3rkfxWvOd59fhhvu7vlM6X5Do7-G3ZjJr5YS.a1UIfXSDeXo5cET_

Some points I noted...

Covered Battery day 5 mins.

-Infinity- 3rd party test 14,000 cycles; road map to higher density cells (slide 20), EV52.

-SSB- Ceramic separator to be made in house. Currently at 6 layer pouch cells

-Will out grow the Jamestown (JT) facility in a few years.

-Scale adoption of Infinity to be 10x by 2027.

-Mississauga production line is a test for JT. JT will have the 2.0 version. Similarly in cell production 2.0 or the contractor operation.

-Close to getting funding.

-Mississauga facility has room to increase capacity.

-JT facility is needed for US content on buses and to get the IRA.

 

Thing to look forward to:

-Financing JT

Government backed debt. No near term financing is needed. Any financing on the facility will be non-dilutive

-NASDAQ listing- Either this Q or next.

Access to customers, production, investorbase liquidity.

TSX is more commodity driven.

-Sales; New OEMs.

 

 

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