nice work !
any chance you could post some photos of the BMS interface?
for health reasons I won't be posting here for a while
as parting comments for the time being...
1) as posted by
@__PG__ the cost of lithium installation may be
going up due to concerns about safety:
"It is believed Standard Australia will advise lithium-ion battery storage should only be installed in free-standing “kiosks” – or effectively a “bunker” as one source described it – which would likely add thousands of dollars to the cost of installation."
2) they need to fire their accountant or whoever keeps messing up the numbers in their 4C
3) everything looks to be going well, with zcells starting to roll out in addition to the ZBMs that have been surfacing (worldwide) for the past month or two.
4) obviously how much RFX is worth depends on how fast they can ramp up production once testing of the production line is complete... but its actually progressing at the upper end of my own predictions so far.
5) that ugly phrase... capital raising... a point that was made her that in the ann simon actually says that they will consider a number of options, so obviously a short- to mid- term loan is something that will be closely considered which would avoid dilution. If they double production every quarter for the next two quarters (which appears possible as per recent anns) then we could reach break even from mid- to end- of this year...
6) lots of other battery techs being researched. key point for me is: which battery tech is at the cusp of largel scale commercialisation rather than being researched in the lab which has 1) no fire risk 2) no capacity loss 3) proven in the field for a few years 3) partnership with large scale manufacturer
7) there was some discussion about the LSBs... at the agm simon said the focus would be on individual ZBMs/ZCells rather than LSBs. The truth is, since the release of the BMS, integrators can create their own custom LSBs fitting the size of the requirements as per the Bosco example and frees up valuable time and resources at RFX to focus on getting the ZBM right rather than building something anyone can build now.
also, there is the argument that 'virtual power plants', i.e. residential solar+storage will rapidly make grid storage obsolete (thuogh in some critical locations grid storage is desperately needed atm) so the market for LSBs long term will likely be commercial/industrial (also as per Bosco example)
8) new version of the battery under development with longer life and lower manufacturing cost under way in brisbane
9) the bms features are great with more coming
10) GLTAH
(20min delay)
