RFX
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6.25% 9.0¢ redflow limited

Ann: Redflow Share Purchase Plan Offer Opens and Despatch, page-25

  1. SimonGr
    3,412 Posts.
    lightbulb Created with Sketch. 917
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    19/08/22
    12:59
    Post #: 63211444
    Tanon - RFX are no longer chasing the domestic housing market, their focus is on MWh scale deployments in the USA of their pods (+ the bank job). To be successful they'll need to compete with other medium-duration battery options. That price was ~US$325/kWh for contracts last qrt, but it has been rising on the back of reduced competition from Li-ion and greater demand for large MWh scale medium-duration batteries, so maybe US$350+ by now?
    RFX Price at posting: 4.4¢ Sentiment: None Disclosure: Not Held
    Likes Created with Sketch. 2  Upvote
    lightbulb Created with Sketch.  Great analysis
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