All great comments Stoker1.
Due to the speed that this product has moved to commercialisation, dovetailed with supply agreements, certainly leaves a number of questions unanswered.
It would be very difficult for the company to put out numbers that they can stand by at this stage. There is definitely a bit of gut feel that comes with this stock, given where it is in the commercialisation cycle, but my gut drives towards what has been achieved in a very short time frame, the caliber of the team, the low cost of producing the units, and the strategy to displace high cost diesel. Add in the size of the market for the player that gets this right and the upside is exciting.
When I look at peer comparisons is when I also start to get excited.
All great comments Stoker1. Due to the speed that this product...
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