A few snippits from the call just now:
Backlog as of yesterday is 22MW (so including the 14.5MW recently PR'd)
power conversion market today is $50bn, will be $70bn by 2020
BESS payback is typically 3-5 years
project financing is a key enabler for turn-key solutions, most partners that don't have it already are working on adding it
GexPro just added this, and will soon announce their "Fortune500 partner" to cover project financing for their clients
will announce "additional channel partners in the coming weeks, and their names will be familiar to those who follow this market"
expect 125kW units to be the majority of the backlog from now on
a new customer in Asia will be announced by EOY
Asia TAM will likely rival that of the US, but not for another couple of years
Solar integrators are adding BESS to their mix, and expected to start placing orders soon. They bring an existing pipeline of business to the table.
Took a multi-unit order from Enerdell for mobile power military app
Boeing project for distributed generation: testing done, customer demo in Q4
VFD demo underway at UofTexas (doing a direct comparison with world leader in VFD). Results of that will impact their go-to-market strategy
First EU B-TRAN patent expected tomorrow
No need to raise capital .. orders are "self funding"
4 firms covering IPWR now (incl C. Hallum, Roth, and recently Oppenheimer)
Have "IP licensing discussions underway with another potential licensee with significant market opportunity", may be several months before this closes, if at all.
Will seek Australian certification in early 21016 -- see much C&I opportunity there
BTRAN: initial results expected in early 2016, getting more excited about its potential as they progress.
Some of the new/forthcoming partners will rival GexPro in terms of their order pipeline
