RE: ABB25 Oct 2023 13:51
Garonne
The simple fact is that creating a low cost fuel cell simply isn't an easy thing top do, and the pathway to success was never going to be arrow straight, but was going to be subject to the odd twists and turns, and no doubt the odd blind alley, but let's not lose sign of the fact that all the while the company has been beavering away, just like the spider in the Robert Bruce story, they have been accruing a body of knowledge, which can only increase with each knock back. I am of the opinion that by know, they will have experienced the majority of problems they are likely to encounter, and accordingly now in a position to develop product with fat more certainty than in the previous "hit and hope" days.
Look at it on a holistic basis, they have identified a market, produced a product to meet that market, they have identified a problem in delivering the necessary feed stock, and have now produced a work around for that, and furthermore, they appear to have brokered a deal which means that can hit the ground running when actually offering the product.
I too was frustrated at the earlier hubris, and apparent inability to deliver, but my guess is that this time we could be just about ready to rumble....