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by vlovich123
1542 days ago
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Do your estimates include the carbon cost of of the lingen transportation network needed to bring the lingen from where it's generated to where the road repair is being performed? What does that aspect of the cost look like and how does it compare with existing resource networks for traditional road repair? What is the cost comparison per foot of road between traditional road repair and your approach (factoring in the maintenance interval increase)? Are there any regulatory challenges you've discovered that might be roadblocks to you scaling out? For example, Google Fiber had pole access issues due to regulations passed to benefit existing ISPs. Is there anything like this in this space? Are there any niches where you see particular traction as being easier? You've got a big opportunity you're going after so I'm curious about where you're starting. For example, maybe you're especially attractive in adverse environments like snow + mountains. Or maybe cost-conscious towns where you can easily partner with local road repair crews and there aren't meaningful revenues for larger established players. Not actually sure, just curious where your land & expand strategy starts. |
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Transport is included in all of our estimates, but we haven't yet done the comparison for every location in the world. We are working on a tool so we can on the fly update the CO2 calculation for each customer based on the location in our next markets which are North America and Southern Europe. That said, traditional road repair uses bitumen from oil production, or fly ash from coal power plant, which would also have to be transported from their respective source, and both oil, coal plant and lignin plants can be found around the world. Our current producer has great coverage in Europe and also in North America, and we are constantly looking at growing our supplier network. We are also focused on transport by electric trains in the Nordics and have also ordered Tesla Semis that can help us move binders and equipment.
We are 20% cheaper than the traditional method, factoring in the maintenance interval (we have a few years longer interval). This is with a solid gross margin, so we could also go lower to increase demand when needed.
We see a lot of interest from Eastern Europe (Poland + Baltics) and also from gravel roads around the world where we have an even stronger USPs to the customers. In maintaining gravel roads - the only alternative to our method is to put more gravel on every other year, which is expensive, time consuming, and leaves a terrible Co2 footprint compared to our long lasting roads.