Management flagged a more competitive price a long time ago, to the extent that they were willing to sacrifice margin to increase volume. When the NRW was first mentioned by Brendon I think, I remember him implying that they could increase production/scale while using the subsidy to make the units more affordable.
I gather the aim now is to see volume increase, production costs decrease and to allow reasonable margins to come back into the equation with the current level of pricing.
CFU Price at posting:
6.6¢ Sentiment: LT Buy Disclosure: Held
