You are smoking the pipe Troy. What is the EV moment in VRFB? Without that moment the only economic driver for VRFB uptake is cheaper VE as a result of cheaper V. number don't lie. Limited battery uptake without a cheaper price = all bets off. it's not a mature market that can withstand high pricing without the BOOM event. what's the BOOM?
very comfortable with TNG having three high quality products, diversified revenue, lowest cost production cost and best in class ESG.
If you guys thought AVLs BFS was ordinary id be selling TMT share prior to your DFS as you'll be in for a rude shock on the capital front. I'm sure you'll just ratchet up the V price and reduce opex with credits.
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