I was previously under the impression that scaling to 80mwh at Thailand was just a matter of increasing shifts, but it's only currently running at capacity of around 10mwh/yr, scaling to 30mwh with increased shifts and minimal investment and then 80mwh with more significant investment that'll take until the end of next year.
interesting that they're already backlogged at the factory to 173 batteries. That's more than the combined total of the ecolodge and BOM projects isn't it? Have they even been building batteries at all, or are there more sales going through than we've been told about?
Also interesting that the 500mwh opportunity seems to be firming up, but even with scaling up at Thailand there's no capacity to deliver within the time frames. Does this capital raising deliver enough capital to establish a big enough US based factory to deliver?
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