Post by
YourMaker on Feb 10, 2022 10:17am
Tolling Potential
Repositioning their tech and offering it through tolling is a huge development, and is a way to really accelerate adoption and solidify their first mover advantage in the market. With cost of capital increasing, the general industry may be hesitant to invest millions/billions in that initial capex. The tolling solves that by offering entry, scale, reliability and results at a premium to opex, but as long as the opex shows it's npv positive, it becomes as easy as waving a magic wand to make it happen.
I don't believe we'll see the fruits of that effort until 2023 however, but it's good they are beginning to explore/develop this avenue. The tolling will pad their top and bottom lines, and absolutely compliments the coffee and donuts strategy. This ain't just about donuts anymore, this gives them the hooks to work with clients to order other things off the menu other than donuts (ie grilled cheese, pastries, soup, chilli, etc).
glta.
Comment by
sjc444 on Feb 10, 2022 11:02am
Has the company ever said how long it takes to manufacture a Drosrite system?