RE: How did I arrive at my £5 T/O valuation.25 Feb 2020 14:33
well HaleSpur, 2-3 years ago there was talk about 25,000 Tonnes production as a kind of extended phase 2/3 with more to come ...
Since then the wake up call has been how technically challenging it is to produce so much to a high quality .... but given the likely VFRB size (what what is ... $660B over 20 years for battery storage), I would not bet against that being an intermediate production target (5-7 years).
It is normally RK who leads the positive wave, but Nija got in with a great post earlier.... I don't see it as ramping, more preping the newbies for the scale to come. Last year a back of the fag-packet set of leasing numbers were done... it does not take a genius to see just how much revenue and how much cash profit will be involved.... only then do I see the lazy bolly-swillers take any notice at all.
Not sure it would take 5 notes for me to part with my golden tickets right now ... but well north of a quid for sure !
Here's to a Blue Blue week !