I understand the hesitation/concerns but I don't get what you...

I understand the hesitation/concerns but I don't get what you mean with S.H... for all intents and purposes he's all in too and the point of the strategic review is to fully realize RFXs potential and to identify missing skillsets.

What I see is an Australian battery company at the verge of breaking out in to full production at a time when battery storage is emerging as the next big thing:
https://www.greentechmedia.com/articles/read/A-Zero-Carbon-Grid-Is-Possible-by-2050-in-Australia

This also appears to be a market where predictions of growth is constantly being revised, just look at this article from 2015:
https://cleantechnica.com/2015/03/04/energy-storage-could-reach-cost-holy-grail-within-5-years/
back then it was speculative whether battery storage would reach an explosive price point within 5 years, and now just two years later there is a growing realizing that we will have up to 2 million homes with batteries by 2020:
http://reneweconomy.com.au/morgan-stanley-sees-2-4m-australia-homes-with-battery-storage-20668/
beyond that the report predicts that eventually half of australian households with have batteries.

Who needs large grid-scale batteries as we approach such a distributed storage network of residential batteries?