|Good call. Even if the success rate doesn't improve(which I think it will just based on cost, increased demand and readier world etc), there are a lot more possibilities than in the past.|
I'd add the SER deal to the good info and it's now, in principle, given Gauzy's film shipment start.
Maybe best fantasy case, but 1500 vehicles/ month in Brazil + 500 vehicles/ month in Mexico at $400/unit is $9.6 million/year which, given RFI's $3.5million/year total cost of operation(all the whining about crooked Joe and the cost to run it has gone from $6ish million to $4ish million in the last five or six years), gets about 20 cents a share in profit just on SER, with nothing else.
Fantasy case yes, but SER alone could get RFI to profits in a more normal case. That's without W223, which should go into the configurator in March for May deliveries in Europe. Rivian, which should start buying SPD roof systems mid 2020, etc etc