@Relax1 It may not be reflected in the valuation now, and we may...

@Relax1 It may not be reflected in the valuation now, and we may see some speed humps ahead.. but for Fluence to reach its potential I personally see three key things needing to be in place.

Firstly, Fluence's MABR technology must be significantly better than the incumbent technology and be best in class.

Secondly, the water industry must start taking a decentralised approach seriously and substantial investment dollars need to start flowing into it.

And finally, Fluence must successfully partner up with large players in the water market who can quickly and broadly expand MABR proliferation through their already established distribution channels.

I'm confident of the first one.

I feel the second one is making inroads and will be turbo charged in China once the likes of BEWG start implementing this strategy in line with the new 5 year plan...

And on the final point the partnerships forged in China and Asia recently are accelerating and like dominoes it becomes hard to stop once momentum builds (naturally as awareness grows, acceptance and trust follow.. and then FOMO).

@ywtoh
I think either they tried already and failed and/or they ran out of time to take advantage of a significant opportunity in the coming years to capture the decentralised market in China... competitors may be coming up with their own solutions for a piece of the decentralised pie which the 14th 5 year plan has paved way for. Either way its great news for Fluence and the decentralised strategy more broadly.

In summary, current market cap is a joke. Ha ha