In the conference call Sankar stated to one of the analysts that if he had asked a couple of months ago about the sector that was looking better he would have said energy storage but now they are seeing massive interest in e-mobility. He seemed more focused on the e-mobility. When we look at two recent hires we see they as well are focusing on electric vehicles. https://www.linkedin.com/in/dennis-liu-p-eng-2721ba8 and https://www.linkedin.com/in/kunalphalpher Funny they both got hired 3 months ago and now Sankar is talking e-mobility now.

This is also the time frame when Elon Musk made a trip to Germany to "see about a battery plant" which at the time I was thinking of his looking for a place to build. Now however I tend to believe he came and toured Litarion and looked at the 40AH cell. I am now sure TESLA is testing the 40AH Lithacell. As Sanker has said there is a long qualification period.

Some people are thinking Model 3 which is to be announced March31. There has been a lot of delay in the Model 3 which may be they are waiting on the battery among other things. I am thinking Powerwall. In any case a contract with TESLA no matter what the size would set this stock on fire....