RE:RE:RE:RE:RE:RE:More battery enclosures related news.Agreed, but I think amalysts have baked in the full volume of the existing GB plant. The next one is 18 months away from operations. Therefore there is no "surprise" volumes available in the short term. SN indicated that GB margins are better if GRA uses the GB product in the plastics businesses they have, and that is the reason for the margin improvement expected in the current quarter.
Perhaps we can expect one new GB plant per year starting in FY 25, and some of that product will be sold bulk, and some included in the manufacturing capability GRA currently has. The good news is that at that point the expansion is bankable. With purchase orders and large reliable customers, GRA should not have to dilute as much then as it has needed to now.
I am happy to be long, but this is not a business that is easily scalable like an SaaS company. Real manufacturing is far different from running a Netflix or a Shopify where exponential immediate growth is possible.
On the other side, GRA has the large barrier to entry for competitors.
Best of luck