But you can almost smell the tension in the sp at the moment.
TATA tech product development managers in Shotton must have clenched their fists in a celebratory "YES!" when the ssDSC efficiency catapult was launched...it's clear their survival in Europe has to be driven by higher profit differentiable product and ssDSC on steel will become the cornerstone of this suite of color-coat offerings - in Europe and globally. The promise of saying goodbye to the hassles of a liquid electrolyte must have brought a smile to their dials...
I imagine their first offerings will be exclusive, targeted, of limited availability yet competitively priced. Their third offerings will be fine tuned, mass produced, robust and disruptively cheap (...think remote village child in India reading by ssDSC roof powered light - so that her grandkids have only one kid...good for the earth and my bank balance)
I guess in the medium term in Oz that a lot of redirected SMSF mining investment dollars has come DYE's way and is a significant part of the recent bouyancy... that's why we have such a good education system...so that poor people can get some discretionary investment dollars for their dotage and peer down their bs detector scopes and pick likely targets like DYE when the new empires cool down to red hot from white hot...
The question is how much patience do the recent DYE sh's have given that there may be a significant pause before any dramatic announcement... I'm in deep but I still have some dry powder for dips at this level... irrespective of the money (even though I need it), the story of third gen solar and its significance for the species is riveting and we are on the exponential part of the technical development curve right now...
I am a balloon...my ears are full of vegemite...
...yeah baby...
GSL Price at posting:
44.0¢ Sentiment: LT Buy Disclosure: Held
