Ash I think one thing that you didn't mention is the Elon Musk battery in Jamestown Sth Aust proved so profitable it is being increased by 50% this year. https://www.pv-magazine-australia.com/2020/06/19/hornsdale-big-battery-expansion-gets-regulatory-approval/ You are spot on about being at the beginning of a revolution with no road map. Not sure about the long term future of Li batteries for grid back up especially in light of vanadium redox batteries. I think that is still a dirt track detour on your map but with plans to seal the road. While I believe renewables are the future it is a 30 year plus journey. Gas will play a big part in that journey and CTP in that time will carve out a nice profitable niche.
CTP Price at posting:
10.0¢ Sentiment: Buy Disclosure: Held
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