Very cool technology, bold move trying to do direct steam generation in the receivers. Definitely a good competitor within the solar thermal space. Very smart people, with good industry experience.
Difficult to see them outcompeting solar PV. Communication between departments is poor, worse than a typical startup.
Advice to Management
Don't be greedy, focus your efforts on selling technology that is needed, that you can produce, and bite the bullet and sell it for a loss if that's what it takes to get some projects on the ground and establish credibility.
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