Wednesday, August 8, 2012

Notes from A123 Systems Earnings Call

The transcript (via Seeking Alpha) and slides (useless) are both available.

The share count is currently 172 million, so the market cap is actually $86 million not the $74 million shown on various websites.

Otherwise the analyst questions were pretty useless. Nobody thought to ask, for example, how they are going to retire the 2016 notes as mandated by the MOU.

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