Hi Inferno, From the August intro presentation, three of the...

Hi Inferno,

From the August intro presentation, three of the direct competitors are GE Zeelung, Oxymem and Biogill. Not sure on the fourth.

Only Biogill is actually in the market and is a high capex, high opex offering. Lower than major industrial installations but significantly higher than the Emefcy costs on both counts.

Oxymem and GE Zeelung are probably 18-24 months away from commercialisation and/or plants producing at scale. This is where Emefcy advantage lies. Emefcy is equipped to produce $25M worth of equipment per year at this stage. I am unsure as to whether this is at cost or retail value.

The (over 40 now) projects at the quote (or beyond stage) are concentrated in 2-3 territories. This reduces cost for deployment. Each solution is shipped and assembled onsite with a local system integrator and is factored into the price.

The revenue model is revenue per solution deployed though there is opportunity to change to a service model once critical mass is reached or SABRE2 hits the market. The contract sizes vary as it based on the number of modules in the solution. The lowest I've heard is US$60,000 and the highest US$1,000,000+. Though this is for SABRE. SABRE2 and SUBRE have a much higher price due to the higher flow rate of the system.

I hope this info helps. Disclosure: I think Emefcy is a cracker of a deal and have put my application in

RAllen50