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!
sorry about this but i really think this part is significant...
"ZBB will work closely with the Eaton's Major Projects group and the Eaton Innovation Center's design team to define operational standards for advanced energy storage systems on micro-grids such as this project and for use at future US DoD facilities."
things are developing at an "agressive" pace....
the ability to leverage throught Eaton is significant..
they don't have a product like the ZESS as far as i can tell...
eric said they are looking at partners for expanded V3 ZESS production...glta
I hope they max out production with TIER and ZBB first along with a partnership overseas and Australian facility producing at max.
I like the ring of split adjusted 2:1 trading around 90.00 with a buyout from GE, Eaton or someone else for 135.00....
That's only about a 4 billion market cap.... plenty of stocks doing hundreds of millions in revenue over 12 months trading in that range...holding out for the big hope and settle for less...just a little less....LOL>
Don't mean to damp your enthusiasm ( hope your right) but for a manufacturing company to have a market cap over 1x sales is pretty huge. It does happen once in a while.
Maybee you can help me. What is the manufacturing capacity of ZBB? Lets say they have an order for 10 systems? How many a year can they produce without adding manufacturing lines, which I presume would require debt or other financin?
Appreciate any info Moose.