"...Seems like all the oxygen has taken by hydrogen..."
...watering down expectations? (sorry...)
Yeah there's risk but this is also the lowest risk time in RFXs history in my experience with a growing installed portfolio and new gen battery
own factory with local experience bedding down and a willingness to fully tool and optim ise. A government kicker outside of R&D tax rebate would be nice but shouldn't be expected to get RFX across the valley. Think of the existing ZBM2 installs electrolysing away in Knox and across the globe - every year of service without major design/materials issues is growing value and proof of product.
It would only take 1 order at the next scale to re-rate. Expanded Anaergia will grow confidence.
I'll participate like you for dilution/support.
A company at this stage not spending will die. This is the time. The time is now. etc. etc.
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