@bleacherbum@spenbaker@EnovixBatteries@jmalchow@DrTJRodgers Eos aside, the others are still in the kiddy pool as far as commercialization.
Enovix is the only one being judged against generating significant revenue in the next 12-18 months.
The other two can still be all smiles as they suger coat about long-term development milestones.
@bert_gilfoyle Love everything about this. Just flagging, not sure if youre referring to the UK Conservatives at the end? But they lost power a year or 2 ago to the left (ish) wing Labour Party - all still applies though!
@MoltenSC getting those wins off figaro and lorimbo is nice! now just have to get your head down and clean up in Code A tomorrow - its going to be a tough field!
@ElitGains I can't speak for most of these, but EOS and Enovix certainly aren't an either or - they don't even compete or operate in the same market at all!
@MichelNantel genuine question - who is our pal Jumbojetli and what platform are they posting their thoughts on? I see a lot of weight placed on their comments on the $ENVX thread all the time but never knew who they were.
@MichelNantel What would be a high enough price per share for the short term payout to be enough to make it worthwhile to take the cash and move into other opportunities? $50 a share?
@KGhazzagh haha fair enough. So the prime thesis is rising residential electricity costs vs declining install/purchase costs for residential solar making it an attractive proposition for homeowners.
I don't disagree with the thesis that electricity prices are only going to go up.
@KGhazzagh For sure - its a tried and true rule that short term industry shocks favor the larger players or those with the balance sheets to ride them out.
I'm maybe just not as strong in understanding the demand drivers for installing residential solar and the longer term outlook there.