This is all about margin here. Always has been and always will...

This is all about margin here. Always has been and always will be. One of the reasons i like this setup.
In the future when all this supply comes in ORE will still be able to sell truckloads and be super efficient at it.
Well that was the plan.
So far they have not met one target.
Hoever this does not mean in a softening market we will not be a valid profitable business.
A lot of others may struggle to keep the doors open.
Funding will get harder and requirement will catch up again. Cycle.
Given the amount of electric vehicles in development Li has a long way to go. Even new tech will include Li IMO.
So we are just here sitting at $700m market cap again.
Can't help wondering if the new arrangement with toyota lead to the softening of pricing?