Thursday, December 3, 2020

CNOO/Canoo: 一家极具潜力的EV公司, Barcleys Presentation (11/2020)

https://www.youtube.com/watch?v=UHyfPinHmvI

  • Nov 2020
  • 2:08, Agile technology to develop the skateboard
  • Prior fundraising:
    • From the slides, 480M investment before SPAC. 
    • After IPO 244M shares. ~=3B @ $12
  • 5:00, all internal technology, no licensing
  • 13:40, how to compete Ford etransit?
    • Targeting class 1 delivery car which needs to be passed on crash test
    • TCO? low cost 
  • 17:50, when to start the production. 
    • No time line but in talk with state government
  • 19:44, 3-3.5 miles/kwh, 有点不确定的样子
    • Tsla is about 4+miles/Kwh
  • No contract from Hundai at this time
  • 2020/12, 会Announce last-mail delivery car

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