Ideal Power Inc (IPWR)

[tykundegex]

Agreed, this company is still WAY under the radar, but one day that will change and there will be too much noise here.

That said, there isn't much balance here.. (all 3 of us seem to be long). What potential risks do you see to this young company that might put a dent in their growth? They appear to have some great IP locked-up in some markets, though still had to encrypt the software on a unit they sent for demo to China for fear of reverse engineering their proprietary s/w algorithms. So that could be a risk. Or simply being leap-frogged by another technology that makes power conversion even more efficient (but when you get to 98%, there must be a diminishing return on pushing to closer to 100%). Anything else anyone can think of, objectively?

We all know what happened to Sony's Betamax... sometimes the best technology doesn't win in the end.

I'll do some digging about Boeing.

In the meantime, I'll leave you with these two thoughts:

Here are some nuggets of wisdom from an old Harvard Business Review article (https://hbr.org/1993/03/how-architecture-wins-technology-wars) about the IT industry, that I find translates well to Ideal Power's PPSA and the power conversion space today:

A small handful of innovative companies will define and control a network’s critical architectures
General-purpose architectures absorb special-purpose solutions
Large profits come from broad franchises
Broad, cost-sensitive markets are the strategic high ground, if covered by proprietary architectures

And while I mentioned the comparison to Intel Inside, perhaps the better analogy would be Dolby Labs' IP licensing to just about every sound/hi-fi manufacturer on the planet.

Sorry if this post seems like a pump anyway