" it appears that you accept my assessment of RFX"No. Redflow is...

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Treed

3,754 Posts.

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03/02/24

18:03

Post #: 72222184
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Originally posted by SimonGr: ↑

Treed - it appears that you accept my assessment of RFX's poor performance since your only response is to discuss other companies rather than comment on RFX's shortcomings.

Gelion - is no longer focused on ZnBr, their main business is Li-S-Si tech (as per their latest acquisitions). They may have some wins in ZnBr, and they are clear re their strategic direction there (storage then high load for data centres etc), but it's obviously a secondary focus.

EOSE - these guys have scale, simpler tech than RFX wrt components etc. Their battery works well and they've designed major cost reductions (and seems like US Govt is betting big time onscale up). So where is the niche for RFX? US$399M means EOSE will scale up and likely dominate the ZnBr space.

Goodluck - but please hold back the upramping nonsense. RFX has only $6.5M in assets and is consuming cash at a great rate of knots.

BTW - where was Mark in the presso? He's the only exec that I thought was earning his salary.

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" it appears that you accept my assessment of RFX"

No.

Redflow is no longer manufacturing the ZBM 2.5, the last component to create production and performance issues should now be resolved on the ZBM3.

You do not have the exclusive right to discuss any company in the LDES battery industry.

I do expect your commentary after the 4 year plan is released.

RFX Price at posting: 14.0¢ Sentiment: Buy Disclosure: Held
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