lots of sizzle potential including tier imho. would have liked to hear more about korea and china but imho a good call, lacked analysts though. eric and cfo(?) fielded questions well. it seems products are read or close to ready, now have to wait for markets to develop? the EV market is growing, no doubt about that, have no idea if big box retailers will buy battery systems but i imagine DOD, commercial companies with fleets of EV vehicles will have interest. NAVY sounded interesting. Certainly didn't have any "bad" news.
When he was speaking about the big box retailers my mind was going off somewhere else. Take the big City markets, NY, LA, Chicago etc and where big apartment complexes are, big condo towers etc...many folks will need to charge so these big facilities start adding ZBB products within the parking garage and the parking lots-- people that will be parking in these locales will need to charge at night...a necessity?