This is one of his hour long recent presentations.
An incredibly detailed walk through of the cost-curve smashing that is putting solar and lithium batteries - joined at the hip - into the prime position to change the world very rapidly.
This guy is no knuckle-head. It's a solid argument based on economics - and he readily admits that the pace of change has been even faster than he had previously estimated.
Its bloody amazing how some of the tech has gone from R&D stage to highly affordable and ready to roll out so fast.
GMM Price at posting:
61.0¢ Sentiment: Buy Disclosure: Held
