RFX 4.55% 10.5¢ redflow limited

And one some more things for good measure.The world view that...

  1. 3,753 Posts.
    lightbulb Created with Sketch. 1284
    And one some more things for good measure.

    The world view that Redflow can't possibly succeed the way they have been on so many facets of the business. Seems to fly in the face of - lots of things.

    Yes, it took a while for some to accept that Redflow needs to go after the bigger fish, and that process and timeline is rather longer than you might use for smaller installations (yeah I was told go door to door down a street of factories, stuff that, get the phone book and look up the big one, make a phone call and so it started, working top down) and then it has taken a while for the need to become concrete enough to begin preliminary designs for what is now the X10, to make it known to SH, probably some time later.

    It was after the sudden need from Anaergia appearing that created the need for the original EnergyPod 200, incorporating that nifty piece of hardware from Trumph, with less than 20 ZBM 2.5 (capacity was more than the specs) and the brilliant and evolving BMS. The EnergyPod came on the scene after the need if I recall correctly, though I believe there would have been designs wink.png And it all happened in time, at a loss but that loss has served a purpose, exposure to many people.

    CEC and DOE, multiple orders based on new models sight unseen
    DOD, 2 orders, toe in the water type IMHO but the a couple of sources write there could be over 400 sites. Well, maybe.

    Then more locally there is this on slide 29, in the Appendices, which are worth reading too, from the previously quoted Redflow Strategy Update, April 2024
    https://hotcopper.com.au/data/attachments/6129/6129625-0d9ba738751fa01b5ab92bdd8903abbb.jpg
    From https://wcsecure.weblink.com.au/pdf/RFX/02795405.pdf

    Redflow can't possibly succeed the way they have been on so many facets of the business - maybe it is a matter of perspective. It seems others have a different viewpoint and a need. To be fair the above has not happened yet outside outside of this on slide 30, also in the appendices;

    https://hotcopper.com.au/data/attachments/6129/6129641-12271ff5faf3e9ba4cf7d4775812f365.jpg

    Still in the mix out there somewhere as of the morning of 15 April 2024......
    https://hotcopper.com.au/data/attachments/6129/6129662-9bc2d14b03350f663ee5798ff462c842.jpg
    And this one is only little and a test, perhaps you know my opinion of Acciona Energia, much crossing of fingers and toes when I see a headline about the result - in a while. Maybe about the time a new factory could be under way.
    https://hotcopper.com.au/data/attachments/6129/6129670-f835dea9042ec0da4cdae35f28f32973.jpg

    It would be nice if the Quarterly can announce some good production news, products working as designed, ZBM3 and anything else in the works, ahead of schedule etc. Oh and some money coming in too, from customers. Just asking coz I don't have a crystal ball.
 
watchlist Created with Sketch. Add RFX (ASX) to my watchlist
(20min delay)
Last
10.5¢
Change
-0.005(4.55%)
Mkt cap ! $24.89M
Open High Low Value Volume
11.0¢ 11.0¢ 10.5¢ $22.68K 213.8K

Buyers (Bids)

No. Vol. Price($)
18 356208 10.5¢
 

Sellers (Offers)

Price($) Vol. No.
11.0¢ 64592 4
View Market Depth
Last trade - 16.10pm 09/05/2024 (20 minute delay) ?
Last
10.5¢
  Change
-0.005 ( 4.55 %)
Open High Low Volume
10.5¢ 10.8¢ 10.5¢ 262975
Last updated 15.59pm 09/05/2024 ?
RFX (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.