- I do not get the impression, from their quarterly comments or
otherrwise, that this company, or the analysts covering it in the
space, cares much (if at all) about their involvement in the
batteries-for-hybrids industry. Almost everything they say and focus
on seems to be about solar and a bit of computer memory commentary.
Their Ovonic Materials segment is I think the one that encompasses
their battery activity, and that seems to be treated as a problem
money-losing area needing to turn around. Their joint venture with
Cobasys for batteries specifically suitable for hybrids, is one in
which they mentioned last quarter they might consider unloading their
Disclaimer: my work involves me with analyzing this company and puts
me in a position where I have an interest in their financial outcome.
If I am also to discuss them as they pertain (or choose not to
pertain) to plug-ins and can't-be-plugged-in-hybrids, I cannot remove
them from my work, but I mention them here in this forum ONLY for
purposes of analyzing their activity (or choice to be amazingly quiet)
in the battery area.