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Leading Edge also purchase their modules from Schneider...

  1. HandsomeDave
    134 Posts.
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    12/07/20
    02:02
    Post #: 45803574
    Leading Edge also purchase their modules from Schneider Electric, rather than build their own like DXN. Cost wise they are going to be substantially more capital intensive than DXN I think because of this. I have a construction background and while they build great products, Schneider is a premium product at a premium price to match. Easily 20%-30% more than their competitors once you are done.

    https://www.arnnet.com.au/article/679878/schneider-electric-inks-30m-deal-leading-edge-dc/
    DXN Price at posting: 3.2¢ Sentiment: Hold Disclosure: Held
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    lightbulb Created with Sketch. 1  Great analysis
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