• ASteffie : Amprius will pay it on the freight invoice for a few years, or they 《Chin-A*) pay a lump sum  When we speak China and components, we speak reversed engineered and dirt cheap labor. The parts are very inexpensive from everything i find.  You know what's expensive? Europe.  America.  Anyways, the tarrifs they have are mostly 8%. So I've seen it go from 40% about 5 weeks ago to now 8% on my quotes. It'll be fine. 

  Report

  Reply
  Cancel Reply

• ASteffie : If your revenue is 100 million and you buy 20 million of raw material and you lose about 5% of your margin on the raw materials alone, they seem like they will be fine.  I don't know.  I yield to you.

  Report

  Reply
  Cancel Reply

• 10baggerbamm OP ASteffie : yeah you were going to have to listen to the conference call because every company and they're not the only battery manufacturer in the US there's several others they're all in the same boat so obviously it is beneficial for them to have a 25% tariff coming from China versus 145% tariff.. maybe there's some alternate sources that they can get some components from I don't know that's why it's really up to the conference call same with the ENVX, there are similar manufacturer of slightly different technology but same thing they source from China.. and I'm pretty sure their conference calls coming up just prior to ampx... so put that one on your calendar and see what they say because they're going to have to deal with the same issues

  Report

  Reply
  Cancel Reply

• ASteffie 10baggerbamm OP : Clarios.  They are scheduled to go IPO? they don't seem overly concerned.

  Report

  Reply
  Cancel Reply

• 10baggerbamm OP ASteffie : I don't know what they do but if they're a battery manufacturer it's going to be disclosed in the risk segment in the prospectives

  Report

  Reply
  Cancel Reply

View more comments...

• ASteffie : I dint sell them all

  Report

  Reply
  Cancel Reply

• 10baggerbamm OP ASteffie : at some point in time they're going to land a monster order from one of their existing clients it's going to be 30 to 40% of the total annual business in one order.. and that's all the validation this company will ever need
  at that point it's off to the races
  hold on tight because this horse is going to be leading the pack

  Report

  Reply
  Cancel Reply

• maximusolaris 10baggerbamm OP :

  Report

  Reply
  Cancel Reply

• 10baggerbamm OP : it's like racing and in the final turn we lapped another car we finished number  9

  Report

  Reply
  Cancel Reply

• ASteffie :

  Report

  Reply
  Cancel Reply

• 10baggerbamm OP ASteffie : I'm happy for you congratulations you're making money... smile
  could you imagine if Nvidia went up this much in a day? everybody would shit a brick for crying out loud. I'm telling you this company's just getting started Nvidia is a great company it's a shit investment and there is a difference.
  I think it is year to year and a half you're going to see this double digit I think within two years it's going to have a 20 plus dollar day.
  I was in SoundHound when the warrants were 18 cents the common stock was $1.70.
  I think this company is more upside I still own SoundHound. I left my profits in the company at one time I had over a million shares of SoundHound a couple of my buddies gave me a few dollars to invest so I'm like all right this is what I think we should put it in at any rate I think the upside relative to the market they're in where the future is how lean and efficient they're running the company and you need to listen to the conference call because you had the CFO say we have X amount of sales people we run lean and mean. these people know how to run a business and that is so critical they know what their balance sheet looks like they know the cash available they're throwing a lot of fishing lines in the water they opened up a shit ton of new accounts and a couple of them are monster publicly traded companies which are going through an evaluation stage a testing phase for performance to make sure their batteries achieve the minimum standard that they're looking for and hopefully they Excel and exceed what they're looking for. and then the big order is going to come and that's game on at that point in time.. I'm very optimistic to see what this year's going to bring I think there's more upside here than Tesla more upside than Nvidia more upside than Microsoft more upside than meta I can go down the list... it's really just a matter who wants to join in for the ride
  10baggerbamm

  Report

  Reply
  Cancel Reply

• TWIMO (151403908) 10baggerbamm OP : I’m thinking Piastri in Melbourne. Are you an F1 fan too?

  Report

  Reply
  Cancel Reply

• 10baggerbamm OP TWIMO (151403908) : I'm a redneck hick from the sticks and the Hicks where I grew up. my dad bought me a mini bike when I was 5 years old they called it a Doodle bug it had a pedal on your right foot to stop the rear tire was a friction brake there was no linkage it was a big metal pad that pushed against the rear tire.. fast forward I drag raced very fast cars, I had lingenfelter Corvettes I had a lot of nice toys along the way.I drag race for me true ride it everyday street bikes, my fastest  was a 420 rwhp turbo hayabusa. I ran low eights at 178 mph. road racing I always wanted to do but it was just not from a time thing something that I could do but I will say I did do the 24-hour endurance cart racing that Kevin Schwan promoted   at lime Rock racing park in CT.
  I love all types of racing ,I don't care any kind of racing.  I love horse racing a long time ago I dated a girl, her dad bread and rice thoroughbreds and had a horse in the Kentucky Derby. here's a little FYI I picked 12 out of 15 winners at a horse track on one day. I was dating the same girl whose dad had a big horse farm in Maryland, same guy had a dream to run in the Kentucky Derby and he finally achieved it.  We went to Pimlico the day of the Big race (part of the triple crown) . it was an amazing day I won a shit ton of money and when I tell you I was picking horses like Diane from Seinfeld said oh there's no way the dolphins can be the bears I mean a dolphin against a bear come on.
  at any rate I am off tangent yet again most people understand that's kind of how I am wired at any rate back to the subject matter.
  I'm so happy every day that President Trump is our president is my president any Elon Musk even though I lost a shit ton of money in Tesla stock a lot of money I have so much admiration for Elon Musk so much respect it would be my lifelong wish to shake president Trump's hand and Elon musks that would be the highlight of my life to meet them and to shake their hands.
  anyways I'm off topic I love all kinds of racing I watch F1 I watch 24-hour LeMans I go all across the country for Barrett-Jackson auctions I'm a total car Guy I'm a speed junkie at heart I'm a redneck hick who had to work really hard in my life to get where I am
  oh and by the way this past summer I was in Jay Leno's house in Newport Rhode Island Jay Leno. he's a regular guy who loves all kinds of cars

  Report

  Reply
  Cancel Reply

View more comments...

• Charjen : wonder would u sell it at current price

  Report

  Reply
  Cancel Reply

• 10baggerbamm OP Charjen : you're going to have people are going to make a quick buck as a matter of percentage it's  50% from the lows to the current price... I'm looking at the big picture.
  so if you want to sell go ahead but I would strongly encourage you to leave all your profits in the stock

  Report

  Reply
  Cancel Reply