Just one more thing.The Energy Pod started out as the Pod Z,...

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Treed

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27/04/24

21:23

Post #: 73540012
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Originally posted by Treed: ↑

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 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

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;

Still in the mix out there somewhere as of the morning of 15 April 2024......

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.

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.

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Just one more thing.

The Energy Pod started out as the Pod Z, thank you for the brilliant article Simon Hackett.

https://simonhackett.com/2021/05/17/pod-z-the-redflow-grid-scale-hvdc-energy-pod/

Unfortunately the links to the video in the article no longer work, so here it is.

RFX Price at posting: 11.5¢ Sentiment: Buy Disclosure: Held
2 Upvote

0 Great analysis

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