GREY:ABGPF - Post by User
Comment by
east4weston Jan 15, 2016 10:59am
193 Views
Post# 24461885
RE:PR
RE:PRVessob, you have always offered great insight to AGC direction. However I think the TESLA ship has sailed and a lock up deal must already be in place. I don't think they would be this far with the GIGA factory and not have the inputs secured. If they have planned that poorly then it should be a sign to the market to stay away - far away
I think the opportunity is now with the "others" that want to beat TESLA at their own game. That being Apple, Faraday and all the major car companies.
The real oportunity in my opinion is with the utility market. This seure has loads of cash and huge pressure to look at alternatives to streamline utility usage. This cash cow sector will be all over battery-utility storage once the baseline has been set by Tesla and other start ups.
I believe that the market is maturing at lighting speed and this will be visible to us all in the next 12 months. Althought AGC is also moving along they are not at the same develop level. AGC needs to announce and start both financing and construction plans in the next 6 months or risk being left behind.
Just my opinion