here is a link to the conference summary from Microgrid knowledge. Good overview with a few good MG growth stats.
Johnnie beans. The microgrid conference was very interesting. More general information than specific to any one player however. Many of the NY players in NY were discussing plans for moving forward. The most exciting thing about these plans is that some of them may move forward without grant assistance. Overall 83 plans were submitted to NY for microgrid rollouts in the prospective towns.
I did not hear of any specifics on IPWR being chosen for the pv rollouts in these towns. That will come in phase two plans which will be submitted by October for NY.
Siemens,and Hitachi had a large presence with their software and hardware suites for microgrids. IOverall the growth of the MG sector is very encouraging for all players and if IPWR can capture some significant market share then it will be a very large market going forward as all of these MGs have plans to integrate a high percentage of DER.
I am attending a microgrid conf where ABB, GE , Princeton Power, Siemens et al will be. I don't think IPWR will be represented.(not on list of exhibitors) I will be asessing the level of knowledge that some of the microgrid players have of IPWR. If anyone with specific knowledge of IPWR integration into Microgrids has a specific question to address to any of these companies I will ask it the opportunity arises and it is appropriate..
JB, The industry may be out of favor with Solar having some bad management come home to roost on Sun Ed and Solar City..but microgrid rollouts in Cal, Texas, NY , Conn, Hawaii, Oregon and other locations mean lots of demand for inverters and poower switches that integrate PV and EV more efficiently. I'm hopeful that the rising tide will lift IPWR and hoping that IPWR gets recognized as best in breed for microgrids. That would be huge!
Is there negative data out there leaking out? Or just the manipulation of a low volume stock by a couple of market makers who are accumulating shares before positive earnings? Either way I am in IPWR for the long haul. Looking forward to earnings and also the investor conferences upcoming. Is anyone going to either of the upcoming investor conferences?
I hope the earnings call clarifies to the upside some of the talked about alliances, partnerships and channel partners sales projections for the upcoming year. I know, this spaqce is rapidly changing with solar and storage, EV integration, microgrids. Hoping that IPWR annouces some wins to get industry notice and more partners going forward.
thta would be ok only if the shareholders got $20 plus shares in the takeover compaqny...The IP of Ideal is worth over $40 share in my opioion if microgrids and EVs integrate IPWR technology as an integral part.
Also on the IPWR website there is a portal for 'customers;' Good idea for a 'supplier' to reach out to those buying their products.
Read the post again GCN is a customer of IPWR. Yes this means that IPWR supplies product to GCN for money. That fits the definition of customer. The word 'customer' fits all around to describe the relationship.
I found out that Green Charge Networks, one of IPWRs customers is in on the Santa Clara project
I am a bit surprised that IPWR hasn't been taken over allready. If the technology is as good as I have been reading then it is worth a lot of money to a few potential buyers. I just hope the acquisition price is north of $25/share. With BESS, Microgrid and EV markets exploding over the next decade if IPWR can stay independent and grow it will be much more lucrative to shareholders in the long run than a takeover. Either way positive.
IPWR showed up on a lot of screens today. At above $5 some institutions can now buy again. Also marginable...And the news regarding BTRAN and semiconductors is fantastic.Technically and fundamentally bullish.
These are the good old days for this board in terms of not many posters and a low valuation for IPWR...all of that is about to change with the explosion in Microgrids and IOT technology that includes, energy conversion, and PV to ES in and out of microgrids.