I've recently sold down several small holdings in companies with exposure to fossil fuels in favour of topping up on RFX. I'm expecting a pretty good year in 2016. Given a choice between exposure to oil (who knows where that's going to go?) and coal (structural decline? - shame QLD's politicians don't want to know) I'll take battery storage for near term gains with solid growth for the next decade.
Every day, non-renewable baseload power stations are increasingly redundant thanks to the decreasing costs of storage tech (and renewables) and the absurd cost of Hinkley Point in the UK has me considering offloading the single Uranium stock I have.
Plenty of competitors (and potential competitors) out there, but Redflow's ZBM brings competitive differentiation to the mix. This product works in conditions where others wont, and can target every market for a stationary battery. Let's see how many ZBMs they're shipping by this time next year....
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