why ADO is a multi multi bagger, page-105

Just doing some rough calcs on our income from the new plant.
We have been told there are no free rides now for collaborators, so the initial 20,000 litres if sold at $400 / litre equals $8m income, which with some POC pocket change makes us cash flow neutral.
To achieve the sale of 20,000 litres we don’t need a monumental deal as more and more companies buy trial amounts.
This requires us to sell a tad under 400 litres a week.
At scale up of 80,000 litres, that’s an income of $32m, which at a 10x multiple should see a minimum $320m market cap.
80,000 L is no where near enough to supply an EV manufacturer or giga factory, so contract suppliers will need to be scaled up.
At 300000 vehicles for just one EV manufacturer, that would be $120m income, but David has suggested a possible $1b income from the CE division by itself.
Most here believe the technology is sound.
Question is - Can management convert the high amount of interest into sales.
Our latest results are one more milestone that will be hard for potential customers to ignore.
I’m punting that we aren’t too far off our maiden deal.
The Cap’ns thread heading is on the money IMO once the dominoes start to fall.
2024 or bust.