Thanks Treed. Critical watch video.
Nice to see the fab in house and resolved (integrating the new in house CNCd plates...today in Thailand iirc).
Wonder if electrolyte innovations will make it into X10.
They've preordained factory relocation beyond 4Wh in Thailand in step with grid/commercial/industrial scale focus as TT mentioned and 50% non dilutive for this was mooted. Good that they didn't band aid the HDPE quality issue (widely acknowledged across supply chains) but in housed it.
I'm alert, but not alarmed. Delighted that I got my delighted bingo card filled.
Sentiment unchanged, morale + vision + commitment appears to be there. Next key watersheds for me will be uneventful peformance of the CNCd HDPE plates in PRODUCTION units and hitting 40MWhr pa in Thailand as delivery of existing contracts gets legs. Back to work.
Ann: Investor presentation - Q2 FY24 Quarterly Results, page-21
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