The margin will be less but the conversion costs will not be there. I dont reckon they are going all in but it will help achieve the 450 gwh by 2021. Which they are way ahead of schedule at the moment. I trust them, they are doing everything by the book and not being cowboys. Problem is things can change when you get desparate. Need to see the offer including margin, staffing, etc. They talk about great customer service but if you are not equipped then that can have detrimental effect. Hope they do a slow rollout, which i think they will.
Ann: LPE Debt Facility update, page-12
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