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clock Created with Sketch. 15/02/18
05:23
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Originally posted by KEG75
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When I mean the market is saturated - I mean that the amount of suppliers that are cable of doing microgrid designs is vast, this is a very competitive space vs wave. There were over a hundred tenders for SA 100MW battery, that Tesla won. While the capabilities of individual companies may not be like EMC and others, it wouldn't take that long to get a team together to produce a product and when you look at companies combining on JV's the ramp up time may be even faster, leading to greater competition. Hopefully for CCE's sake EMC can stay ahead of the pack and become one of the premiere companies in Australia and the rest of the world via lend lease JV (or standalone). Being a leading company in WA may not be enough.
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"I suspect will start seeing things happen mid 2018 with regards to orders etc. considering it needs to be in the water and commission for an opening in late 2019"
