RE: Worst time to sell is at or near the bottom, and when good news is probably not far away29 Jan 2022 18:34
Bondy, thanks for clarifying the identified issues with the L system as contained in the research note. I've suspected for a while that it's not been received particularly well by potential customers and consequently that our commercial future is dependent on a successful S cell iteration so hopefully any prototype versions deployed this year will achieve their design parameters, including longevity, thus allowing full commercial rollout. It's crunch time for AFC as you say and if they finally get it right we could be at the races. Let's hope for some updates soon to clarify where we're at with HFC deployment and S cell readiness. The recent SP action has been most trying so some good news is badly needed and long overdue. Maybe Adam will surprise us this week. He's still got time to shine I guess. Thanks again Bondy and fingers crossed for some better fortune here. Patience will hopefully be rewarded.