How exactly do you choose what companies to invest in if you haven’t conducted an analysis on potential profits or value of assets? Pot luck? Dice roll? Ouija board? I’m genuinely curious what your investment thesis was for buying ESS.
Also, management have stated repeatedly their timeline for selecting offtake partners, which has been pointed out here repeatedly as well.
The only deals we are going to secure this early in the development process are going to be shit, how could they look to secure customer finance without being able to tell said customer how much the project will cost?
General Discussion, page-1429
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