Some interesting data, but by adding "Sales Funnel" makes it kinda "squishy."
Interesting, but squishy.
Not to mention the Backlog chart focuses on EnerStores but I presume the Funnel includes both EnerStores and EnerSections.
Guess I should be happy to get some kind of "data," but I think they could have done a better job on this. One wonders what kind of questions they got on this slide, and whether they had enough time to really discuss it during the presentation.
And I guess I should be happy they were selected by Baird to present.
Frequently you will see links to the audio to these types of things, but I'm not spotting one with a cursory look ... anyone know whether there is one?
Zbb has stated they have the potential to move 35 to 45 million in sales through the inventory door...it will be very interesting to see how much of the five million in backlog will get shipped in the current quarter...that could solve some of the money issues as well...
I haven't seen an audio, but would like to hear it if it exists. Another interesting dichotomy was the language change on the military slide (slide 18) which referred to the contract with Eaton as awarded and all the other contracts as booked.
"adding "Sales Funnel" makes it kinda 'squishy.'"
It would appear to me that these are projects that ZBB is currently bidding ...
ZBB has stated before that they expect the split on sales to be approximately 50/50 from PECC and Batteries ... Haven't been able to confirm this in the numbers yet.