RE: John Wilson25 Nov 2025 11:18
I'm absolutely sure that there are factors other than costs that matter but no business can operate for any period of time incurring unsustainable costs - that's just basic stuff.
Two key elements.
Firstly, we are not the only sustainable game in town and competition is only going to increase. No CFO is going to look at competing suppliers and disregard cost! We have had apparent first mover advantage several times but still await our first genuinely commercial deal and it's blindingly obvious that costs have contributed to that situation.
Secondly. If cost doesn't matter then why are we in the process of re-engineering cells to reduce their cost (and have effectively taken them off sale until that has been achieved)?
Absolute madness.
We know that our products work. We have evidence from Extreme E, Extreme H, Balfour Beatty, Tamgo, Speedy and many others who have trialled but not bought that functionality is not a problem - cost very much is, and has been!