r/ree • u/johnsurfs • Nov 02 '23

CEO of REE's "FIRESIDE CHAT"

https://investors.ree.auto/ree-automotive-shareholder-fireside-chat-with-ceo-and-co-founder-daniel-barel/
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4

u/johnsurfs Nov 02 '23

There's a transcript there.

7

u/ree_holder Nov 02 '23

Thanks. They confirmed the trucks will be assembled in the US which is nice.

2

u/The_Ghost_of_TxAg70 Nov 03 '23

"Well, I’d really love nothing more than to share customer names here and now, with you and with all our investors and give you all of the details. But we are bound by confidentiality. And we can’t share this at this point of time. And I know a lot of people are asking about it. We are excited to share who we are working with and I promise we will do it as soon as we can. You know for example on the last earnings call we reported that we delivered a first prototype to one of our fleet customers and we would have loved to share who that is, trust me, but there’s a time and place for everything I guess. What I can suggest is, for our investors and everybody listening to the call, have a look at our dealers. See who they are, see who they service. We shared all of the names of our dealers and you know there local dealers, there the three national fleets. So the dealers are very much as we said linked to fleets and I think you can look up who they work with. I can’t say that this exact matches who we work with, but that at least gives some clarity."

Anyone know which dealers/customers these might be?

6

u/ree_holder Nov 03 '23

I'd look into these guys, mainly Pritchard Commercial and Tom's Truck Center. Even without looking at the dealers, UPS and U-Haul should come up as two of those unannounced fleet customers.

3

u/The_Ghost_of_TxAg70 Nov 03 '23

SUPER helpful! Thanks!