| To: Auger50 who wrote (18230) | 8/7/2016 11:58:29 AM | | From: JubilationT | | | | To annualize the extremely low # of 1626 take rate would be unfair since you have even pointed out that 120K was the total expected on the high side.
We can't say for certainty anything about the #s except after they happen. And for this we would have to give it two more quarters. (That is if the company keeps to the non-transparency policy) We can hope that what JH says about the take rate being higher than expected comes true when total production ramps up.
I expect revenues to follow suit or else the company will be looking for cash. If that kind of scenario happens, I'm sure that there will be a mass exit.
On the positive side, MB is not the only source of revenue. You put together the marine, airplanes, partitions, and I believe inroads into architectural is happening, I can imagine what this could generate years to come.
Just getting a different view from my end now. |
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| To: Auger50 who wrote (18234) | 8/8/2016 8:44:35 AM | | From: dimtint | | | | "Apparently this car (Mclaren) will be using "electrochromic glass" or maybe spd glass as most writers don't know the difference. "
Here's a perfect example:
http://www.motortrend.com/news/lincoln-continental-concept-first-look/
<<Look up to see the sky through an electrochromic sunroof. If you’ve flown on a Boeing 787 Dreamliner, you’ve seen this technology in the windows, replacing the sunshades. Woodhouse says Lincoln would love to do the same for the windows in future cars as a way to eliminate the complicated shutters and drapes found across all of saloondom>> |
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| To: Auger50 who wrote (18238) | 8/8/2016 10:47:30 AM | | From: dimtint | | | | | It's the flip side of persuading institutional investors and then disappointing for a bunch of quarters. They are generally, faster money, more performance driven than retail. They punish stock price when they all get out together. |
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| To: JubilationT who wrote (18240) | 8/8/2016 11:13:20 AM | | From: davegreen | | | | | It's possible JT. Unfortunately I don't think Joe or Seth have purchased any shares for several months, if not years. In fairness to them though, they do get "rewarded" with decent size equity grants every year. |
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