Q and A
Hi James et.al, I note that Rectifier Technologies (RFT) have just done a deal with Tritium. Any thoughts on RFT? It's that electrification theme. Thanks Jeff
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Answer
Hi Jeff,
A $56m company making electrical componentry that has not come across our radar before. Tritium (DCFC US) has, which is an Aussie company now listed in the US that makes fast chargers for EV’s. We have followed this story for some time, and it always reads well, and we buy in to what they are doing, however the share price has struggled highlighting the often disconnect between the rhetoric and actual economic outcomes. In any case, we continue to be engaged bystanders in DCFC and unfortunately, at this stage we don’t have an educated view on RFT.
