" I think if they had a competitive product they’d have orders and be running their factory at capacity. KI + BoM only adds up to 10days production."
Which order will happen first, maybe this one? Perhaps later this year, so it might need batteries by early 2023 (playing with numbers here)
From page 14 https://wcsecure.weblink.com.au/Clients/redflow/v2/headline.aspx?headlineid=21390156
So that means only 4 years to completion in 2026. 500MWh+ x 100batteries = 50,000 (and the +) /4 = 12500 batteries per annum (plus the +)
80MWh/annum (by the end of 2023, what the current CR one of the items the current CR is about) = 80 x 100 = 8000 batteries per annum.
Hmm, so if it happens, gonna need another production line somewhere, if there is more demand, coz other people might want to buy batteries too. I mean Anaergia are trying to come back for a second helping, that would take up 20% of the annual production, the production that is planned to be in place by the end of this year.
Where do Anaegia do business? Maybe there is more scope on one or more existing sites, or maybe new ones, who knows, but if there is we now have an MSA with an EPC, Black & Veatch who could manage the projects, integration of Redflow energy storage, pretty much anywhere Anaergia are, maybe that will come in handy, maybe not.
From https://www.anaergia.com/global-presence
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- Ann: Redflow Share Purchase Plan Offer Opens and Despatch
Ann: Redflow Share Purchase Plan Offer Opens and Despatch, page-32
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