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John Cass

Research Analyst at JAC Capital

No credible information is available identifying John Cass as an analyst at JAC Capital or detailing his professional background, coverage, performance track record, career timeline, or credentials. Despite extensive search for roles, LinkedIn profile, company coverage, and quantitative metrics, no valid sources connect John Cass to JAC Capital or provide substantive career data. Consequently, a comprehensive professional profile cannot be rendered for this individual at this time.

John Cass's questions to FRZA leadership

John Cass's questions to FRZA leadership • Q3 2023

Question

Asked about the timeline and status of the partnership with Polaris, the potential market size for selling kits for their pontoon models, and whether the company is pursuing similar deals with other manufacturers.

Answer

The relationship with Polaris is strong and ongoing, with continued prototyping and iteration on their boat models. The company is in a good position but cannot speak to Polaris's exact timeline. While not providing specific sales figures for Polaris, the executive offered a hypothetical calculation for the opportunity size based on a percentage of Polaris's annual sales and a $50,000 kit price. The company confirmed it is in discussions with other boat manufacturers to sell its electric propulsion kits.

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