Thursday, September 09, 2021 9:08:50 PM
That’s one city. And they are branching out. The potential for grants to expand into the EV space that is taking off.
They are selling like crazy and installing faster. They have a lot of core leaders moving this forward fast.
It’s just winding up. This could actually get crazy growth.
People are home more and uninterruptible power is critical for working from home.
Battery backup, solar and generators potentially. Can you imagine if it was a big name generator company?
With high heat driving up usage, EV cars, work from home, appliances and all the computers….
And power disruption from storms, fires, heat waves, etc.
This is a perfect storm of opportunity.
As this ramps up, I’ll adjust my guesses to match the rate of growth.
$50MM sales per quarter eventually means $200MM per year, and they are growing fast.
They could really hit $400MM per year in 2 years or less. Can you imagine $80MM per quarter?
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