Aug. 4 at 3:24 PM
$ENVX the bull setup here is that revenue should spike fast. For example, if the phone order is for 1 million batteries they can produce this in a quarter, and it would spike revenues by 100s of percent…
At
$15 per battery this would be about
$15 million revs on top of the
$7 million they are doing now…
But keep in mind that 1 million units isn’t a lot, the phone industry produces over a billion per year…. And Raj has said that this battery will be be used in multiple models, in multiple countries.
… and because this phones battery life will be best the phone segment has ever seen, it could be very popular… and talked about everywhere
… so 1 million batteries is likely conservative, right?… but it still has a significant impact on the numbers.
Once they get in ONE phone speculation is going to run wild and we’re gonna see a big run imo… and it’s getting close, time flies
