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  • wtblanch5 wtblanch5 Jan 7, 2012 1:04 PM Flag

    UL Approval on or about Jan 12

    What's done is the 25 kW inverter. According to one poster here, there is a 60 kW and 125 kW still in testing. The company won't predict for the record how long that will take, and who can blame them?

    I don't have any feel for what contracts would depend on the larger sizes. While I'm not clear on whether the Flow Battery is a good candidate for the Viridity Energy/PJM money making opportunities related to new FERC rules, I do know that the minimum "ante" is 100 kW. So AXPW has first mover in that market, and also the ability through their (private) Princeton Power Sytems provided UL inverter to interface with Solar Arrays as well.

    The China story is good but nebulous news, given the reputational hit anything China related has taken in the last year. It would be easier to get excited if we trusted them more, but sadly, many investors don't. That goes for both numbers that will be reported, and the IP we're "giving" them.

    We'll just have to be patient and see how the revenues (and hopefully profits!) pan out. I expect to get more solid, dependable, believable numbers out of the Korean JV sooner.

    You are of course correct, there's a lot of good things happening. It's just hard to be patient given the lack of real data to back investment decisions on.

    It's still largely a matter of faith at this point. But that's what makes a market, eh?

 
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