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I'm positive on the ZCell and RFX's general strategy but have a...

  1. goosmurf
    308 Posts.
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    30/10/16
    22:37
    Post #: 20236409
    I'm positive on the ZCell and RFX's general strategy but have a Q for the more informed amongst us.

    Powerwall 2 was just announced with double the storage of first gen (14kWh) for AU$8000.

    Any thoughts on how this changes RFX's competitive position?

    FWIW I'm not so naive as to think that this is going to be a one winner-takes-all market but trying to understand how we think ZCell will be positioned to compete against Powerwall 2, keeping in mind the need to generate cashflow (so simply price cutting and trying to play the volume game seems like a dangerous play).
    Last edited by goosmurf: 30/10/16
    RFX Price at posting: 42.5¢ Sentiment: Hold Disclosure: Not Held
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    lightbulb Created with Sketch.  Great analysis
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