RFX 1.14% 8.9¢ redflow limited

Alan Kohler RFX CEO Interview, page-26

  1. 3,824 Posts.
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    OK while we're asking these sorts of questions about ramping up production.

    One production line can cover expenses.  A second of unknown capacity is not seen as too big a deal, this leads into profitability, or a third shift if that is the case.  Guessing that by the time of the second production line many of the cost downs and increases in production efficiency have happened.

    Wotif there is a big demand in Africa, per @noddy2 above, "Have a look a SSS from SA they have a project DCGo" which is covered in Appendix C, page 49 of the  Redflow 2017 Investor Presentation, I see the last link was corrupt, this one works!
    http://newwebchart.weblink.com.au/news/pdf_1\01874168.pdf

    So where do we go, and that is covered on page 31, out to 2 years;
    "Battery production in lower cost location(s)"  i.e. after Thailand.
    And again at the 3+ year horizon

    I don't think Redflow see scaling up when the time is right is going to be that big an ask.
    Last edited by Treed: 14/02/18
 
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