
Cellurion Valuation
Why is Cellurion’s future valuation unbelievably high?
- Battery Industry is expected to be $1.8T by 2040 as per Morgan Stanely Research.
- Even if we take a conservative estimate of $300B by 2030, with the $1B Revenue we are expecting for Cellurion by 2030, we are looking at taking only 0.3% of the industry’s potential.
Industry Entry Barrier
Why there are only few players in Battery Industry? What are the entry barriers?
- Apart from access to successful technology, there are high capital barriers ($50M per SKU per annum) for entry into Battery Industry.
- Cellurion has access to 4 SKUs ($200M+ in value) with partners delivering best technology in the planet.
Execution Plan
Why Cellurion is confident about execution?
- Cellurion has Industry SOPs & 25+ USPs to differentiate from competition.
- Cellurion has global certifications to prove the capabilities.
Technology Risks
Does Cellurion have Technology Risks?
- Cellurion has access to Advanced 3rd Generation Hybrid Battery Technology.
- As the components have been in production for more than a decade, there’s no R&D required.
- With the extended battery life of 10 to 30 years, Cellurion delivers superior technology to the market.
- Cellurion has world class certifications.
- With the transfer of technology, Cellurion has plans to make in USA.
- Cellurion’s technology is also safe & recyclable.
Supply Chain Risks
How is Cellurion planning to mitigate Supply Chain, Operational, Demand & Corporate Risks?
- Cellurion has solid relationships with established suppliers in the industry.
- With the established relationships, Cellurion has access to standardized industry operating procedures for manufacturing.
- As the products are highly differentiated, there are no demand risks.
- With the strong relationship between companies, there are no corporate risks.
Funding Risks
What if Cellurion funding is delayed & Cellurion has less than expected funds?
- Cellurion is not going to stop but slow the growth if there are funding challenges.
- As Cellurion is expected to started generating revenues from 2024, we will be able to reinvest revenue for Cellurion’s growth.
Market Risks
What if there is a Market Volatility, Bear Market, Market Crash or a Recession?
- Cellurion is in Energy Sector.
- As Energy is an essential sector, there’ll always be demand for products offered by Cellurion.
- As our solutions are multiple times superior and affordable, we’ll be able to grow even in bear market conditions.
- As investors will have limited growth options during recession, Cellurion will have lot of interest due to highly differentiated offerings.
Skilled Resource Risks
What if Cellurion is not able to find skilled labor or if the cost of labor is high?
- Cellurion will have Technology know-hows & SOPs defined to skill resources.
- Cellurion will not only have multiple manufacturing locations within USA for supply chain advantages, but also leverage Central & South American manufacturing advantages from labor & logistics perspective.