Just in case anyone is tracking the Company
Wanted to understand the Differentiation in here. As he has mentioned that he is purely just an Assembler. He has however been investing in R&D and some BMS and IoT side of things. Does he plan to go into Manufacturing as well? Because I am not sure why wouldnt the OEM’s just do the assembling themselves and save up on the Margins that he adds to his Business which is substantial?
Or am i missing something here with regards to the Criticality of the Assembling process? Just wanted to know if he is just another Temporary solution or a Critical one which eventually might become a potential Target for Acquisition?
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