costings v production, page-5

A second hand container costs a couple of grand, the smallest cost of the whole package probably. We probably will/ should source good seconds hand boxes as new ones IMO are an unnecessary cost.

I expect the dearest part of the finished modules to be the lighting systems. This is once we start producing modules in lower wage countries which IMO is inevitable, up till that point labour may well be up there as a single expense. Wages in the U.S and here are high and I think the manufacturing part of the business will gravitate to places like China, India, Mexico and Vietnam. Although I would love to see these units put together here or the U.S it just aint going to happen once we go on scale IMO.

Under 100k a module has to be achievable IMO once we do achieve economy of scale and build the parts and use labour in developing economies. We all benefit as the global environment is linked and employment will be created in all the countries of deployment regardless of where the modules are built (which is a small part of the total economic benefit on offer in the scheme of
things).

I am oft shy of investing in green stocks having been bitten too many times in the past. AEB is a clear exception for me as the economic and environmental case is so strong. If its not the Australian market that drives this stock upwards in the near future it will be the European market that takes off on the back of the Lufthansa deal. China is a wildcard with news on the horizon I expect.

Good to see a couple of new posters/investors onboard.

Tretch