SBE Investor Deck, 20/09/23

http://switchback-energy.com/wp-content/uploads/2020/09/ChargePoint-New-Investor-Deck-23-Sept-2020-8K.pdf

Or local pdf copy

SBE/charge point, 2020/9/23, Investor Deck

1) After merge, total 305M shares，现在是6B ($19.7, 2020/11/17), 

2) 预计EV penetration, 2019A-2.5%, 2025F-10%, 2030F-29.2%,

3) Rev Growth 2019 60% YoY, 预计60% 2021-2026

4) 北美份额(L2 charging ports)/Cap, SBE: 73%/3840M, BLNK: 7%/280M

5) Port#: SBE: 113K in EU, ? in NA; BLNK: 23K in NA
- 注意113K roaming ports，应该不是SBE的，而且Rev中EU很少，重要还是在US

6) Rev不高，EV/Rev maybe 30 times?!