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A few km into the marathon., page-166

  1. good1234
    2,640 Posts.
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    26/11/23
    14:40
    Post #: 71112158
    Current binder costs are 1% of battery costs from my reading - I reckon 2% sells us short with the improvements we bring.

    some may think any deal is better than no deal but certainly not if we don’t recover both costs and R&D costs it’s taken to get here.

    I don’t want another Ellume…
    Last edited by good1234: 26/11/23
    ADO Price at posting: 3.5¢ Sentiment: Hold Disclosure: Held
    Likes Created with Sketch. 16  Upvote
    lightbulb Created with Sketch. 1  Great analysis
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