RE: Six times cheaper - Rick was on to something23 Mar 2025 07:58
I think there’s room for everyone - I don’t think ITM is looking to corner the market.
I believe there is a limit in how much of the EU grant monies can be spent on Chinese material too.
Equally, you would have to do a ‘total cost over life’ model to determine whether this is a just a cheaper list price but the maintenance costs and overall life of the equipment may (!) be prohibitive.
I would not be losing sleep over this one, but as a holder it’s definitely one to keep an eye on!