Hi wetaline, yes good luck to them with their new strategy, but I certainly wouldn't like to be competing against some of those big battery manufacturers. Let's hope their partners are all established players in the battery market, but certainly sounds like a big risk to me.
Is it an all or nothing type play, as I say, can't see the existing battery manufacturers being too keen to provide Off takes to a potential competitor, so I have now moved them into the "hopeful new battery manufacturer" section of my watchlist, it's right at the bottom.
Anyway hopefully KNL can utilise its relationships with the likes of Sojitz to further penetrate this market with perhaps one less realistic competitor to worry about.
Thanks
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