OK, Lets take the "Electrovaya has stated that they can not currently take on new customers because they are capacity constrained. " I was thinking of the high voltage batteries. They are holding PO's unfofilled until they get the new automated equipment up and running. Then they will be able to take larger orders. Evidently hand making them is unprofitable and slow.
Next. I seem to recall a statement from Mr. Gibson indicating, they would be working though the backlog in Q1. This indicates they were held up by Covid and the Chineese not shipping enough. They are just now working out of that constraint.
I think the $70mil capacity is TWO shifts based in recent indeed advertisements for help. Yes, 4th qtr only one shift was operating but soon I think they plan two.
Good comments, Thanks for your input. It has been a while since we have had a good discussion going here.