Doing it our way now: the approach this company pioneered is becoming the market's way
The model's full reasoning — Q4 2021 call → NOWe need answer YES or NO. Need determine if management describes that their way is being adopted/copied by others. Transcript: Thomas emphasizes they are not just charging company, platform. He says "The advent of electromobility... trigger point." He mentions market growth. Does he describe others following? He says "Without a doubt, there will be a lost -- large fast charging [Indiscernible] with direct connection to high-capacity power grid along highways... That's what we see and that's what we know. For this purpose, power supplies and chargers will be connected directly to the grid as a component." That's not necessarily copying. He says "Decentralized fast chargers will also be necessary. They will become part of general infrastructure." He says "With ADS-TEC Energy technologies platform fast-charging will be possible everywhere." He doesn't explicitly say competitors are adopting their battery-buffered approach. He mentions "we see that also on competition or competitors' side, prices are going up" not copying. He says "All of these operators, all of these companies now know and you just need to read the press and read the statements of the charging companies; the business models are changing slightly or even in bigger steps because regulation, prices, everything is volatile. And with our solutions you can at least follow this volatility..." That suggests business models changing due to external factors, not copying ADS-TEC. He says "we are not a components supplier... We are not just charging company." He differentiates. No mention of others adopting their specific battery-buffered platform. He mentions "new technologies plug n charge" coming up, but not that others follow. He says "The ChargePost... first contract... customer plans to purchase more than 10,000 units" but that's customer adoption, not imitation by competitors. The question asks: does management describe that the way this company does things is now being adopted, copied, or moved toward by others in its market? Need evidence. Management does not say competitors are copying. They say they are unique. They mention "we see that also on competition or competitors' side, prices are going up" not approach. They mention "All of these operators... business models are changing" due to volatility, not due to ADS-TEC.
| Ticker | Company | Call | Date | Call grade |
|---|---|---|---|---|
| AES | The AES Corporation | Q1 2024 | 2024-05-03 | C+ |
| GGR | Gogoro Inc. | Q1 2023 | 2023-05-11 | D |
| TGT | Target Corporation | Q4 2022 | 2023-02-28 | C |
| ORAN | Orange SA | Q2 2018 | 2018-07-26 | B |
| USFD | US Foods Holding Corp. | Q1 2018 | 2018-05-12 | C |
| SHOO | Steven Madden, Ltd. | Q1 2017 | 2017-04-21 | C |
AES · Q1 2024 → YESThe question is: Does management describe that the WAY THIS COMPANY DOES THINGS is NOW BEING ADOPTED, COPIED, OR MOVED TOWARD BY OTHERS IN ITS MARKET, so that the company's own way of doing things is ...
GGR · Q1 2023 → YESThe question is: Does management describe that the way this company does things is now being adopted, copied, or moved toward by others in its market?
TGT · Q4 2022 → YESThe question is: Does management describe that the way this company does things is now being adopted, copied, or moved toward by others in its market?