RAFI thought those cost downs were based on assuming production...

RAFI thought those cost downs were based on assuming production at 90 per month. I don’t think it’s any secret that their sales have been abysmal for the past two years, and that they haven’t been producing at that rate. They just sold this last lot at USD$625/kWh, so not a massive discount to their target price.
you seem to want RFX to be solidly selling 300 batteries per month at $7k, and making a profit. That’s fine - we all do. What price would the shares be if it were? I’d say considerably higher than today’s. If you’re looking for a company like that, don’t buy RFX today. Do you seriously think anyone here has bought in on the expectation that sales are going to continue like they have been?