Redflow has been around a long time for a "startup." Founded in...

Redflow has been around a long time for a "startup." Founded in 2005, they are in fact only 2 years younger than Tesla.

They have put in hard work and now have decent products to put to market. There is a good story to be told about their point of difference, and some good previous installs to refer to. They have grown a manufacturing chain and have implemented measures to scale and cost reduce, and funding agreements are in place to assist with this.

But they have terrible name recognition bringing problems in the area of order volumes and also, it seems, market support.

This isn't the kind of company I see going to 0 due to work completed, IP and infrastructure in place and lack of debit.

The question then is will a TO situation arise. Surely even in Aus there are much bigger players looking to enter or diversify green energy offerings, and possibly looking to provide a point of difference to lithium. Redflow could potentially provide a "ready to sell" solution to get someone into the game at short notice, especially given the likely reintroduction of carbon cost to Australia's economy if the ALP take out the next election, especially if that's with Greens supply.

Interested to know what others think.