A few pieces leftThis BESS industry is moving along quickly.
I believe one strenght Eguana has is the relationships Livio has built with the actual installers et al venders at ground level.
The installer vender will gravitate to a source where they can maximize their efforts with the least issues,make money get it done move to the next.
Availibiliy and delivery is of primary concern.
Technical assisstance is another.
Complete package is another.
Credibility of product = saleability and keeps a happy customer who believes after sale/install/performance guarantees are going to be there = Duracell/others.
EV charging systems away from home/resident powered by BESS is coming.
Local power sharing with smaller central systems is also on the burner.
The options are endless where a money/development resource is available =Itochu/Berkshire Hathaway.
We all know EGT is quiet because there are major developments happening.
How this will affect share values is to be determined.
Is it to be quick or drawn out ?
I say quick like in Nesltle's Quick !!!!