I am invested as well and strongly believe Revasum can build a sustainable business especially with the corner stones process consulting and spare parts/consumables.
Why is that important?
Between all risks and potential issues to me the biggest problem is to be a pure machine maker.
Looking at Revasum I often thought about Meyer Burger In Switzerland who pioneered and influenced the photovoltaic production industry for many years. Pretty much every solar panel in the world had its roots with M-B technology somehow.
Selling machines to China they sealed their own fate.
Machines improved their efficiency but got cheaper and cheaper at the same time while chinese and Singaporean competitors grew strong copying the technology and closing the gap.
Meyer Burger is today a solar panel maker keeping the latest production technologies only to themselves but still trying to conduct the turnaround.
Revasum has massive SiC-peaks ahead of them but to me it also sounds that they try to be more than just a tool maker.
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