I'm wondering whether they're redesigning the LSB ? At the moment the LSB contains 60 ZBMs . It makes sense to me that if it were made up of bigger ZBMs e.g. 4 then there should be efficiencies and cost savings to be found .
I assume that the LSB has 60 of everything so that means it has 120 pumps , 60 BMS's etc . That's a lot of little components .
I reckon the market for grid storage units is potentially massive . At least as big as the home storage market . While the ZBM appears to be reasonably well sized and fairly well developed , albeit too expensive , I reckon there is some good opportunity to build a vastly improved LSB .
RFX Price at posting:
42.5¢ Sentiment: Buy Disclosure: Held
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