Now providing RUGGED(IZED) PECCs AND ZESS 500s.
Anyone read the new filing?
ZBB now establishing muli-MW backlog. What's that LV PECC?
Manufacturing capacity being booked.
EATON now has the incentive to work very closely with ZBB on the V3 ZESS and to ensure it's successful ramp and launch.
This news is huge.
Forget all the extraneous customers/alliances: Nidon, Sunpower/Target, BC Hydro, UW consortium partners, telecom PECC, China...?
PECCs and ZESS 500s.
TIER integration...cash flow....leverage....
500 to EATON/US
500 to Sunpower
500 to China
1.5 MW backlog??
LV PECC to EATON/US
LV PECC to China....?
anyhow...... big news EATON/ZBB....
also ability to leverge into EV charging at military/US Islanded sites....
like those terms "islanded" and "mico-grids".....could be hearing more of it...
this also helps to limit significant shareholder dilution, imho....glta!
The always have had a power electronics unit; it's needed to capture and use the power. So I don't see any great realization there. The breakthrough thinking is that the real leverage point is that a great power electronics unit with a great DC bus architecture makes the PECC input agnostic and able to integrate with a full array of energy source companies. PECC is more important than the zinc bromine battery, in my own opinion
Thanks moose I learn something new about ZBB every day from you or the other members. I'm new to the business & ZBB's nich in the battery & electric field made me invest in it. Besides I'm from WI.
many unknowns exist for a company this small. The one thing we know is that they were smart enough to realize a Pecc system was needed to help sell the Zess. The company is much better diversified now to move forward in the most exciting investment arena out there right now.
Good luck with your investments. I appreciate all the time you have put forth on this blog.
None of us have a clue what the potential revenue on the TIER side is and they are already cash flow positive...we also don't know how a JV would play out ~~ even if Eaton got more aggressive.
34 Million in sales less 14 Million in breakeven cost = 20 Million in gross revenue at 33% profit margin = $.22 per share profit.
Considering that more losses will be incurred prior to hitting the 34 Million figure I'm not convinced you can get to $10 per share very quickly.
However, I'm not arguing that if the company could ramp sales quick enough to avoid losses and dilution then certainly this little stock could be a goldmine. One can only hope. I know I am.
I'll go with the 1 billion in sales, but price will be way higher than 10 if it gets there. This stock price will be at 10.00 if they max out their manufacturing facility at 34 million in revenue just on the technology and growth alone. If they ramp that quickly bank loans will be possible instead of major dilution.
National Semi is a technological company that got out bought out at a premium to stock price. I can agree that a terribly motivated buyer could pay up to 4 times sales of ZBB after market penetration has occurred.
The dream lives on but I think I will consider ZBB a winner at $10 and 1 Billion in Sales.