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ynotcookit

05/02/16 3:45 PM

#313 RE: tykundegex #312

thx tyk for your informed response. still it seems IPWR is full of surprises lately -- perhaps there are more to come before CC next week, and maybe more specifically, an earnings surprise as well!

vidarslien

05/06/16 12:15 PM

#315 RE: tykundegex #312

I'm not sure a residential scale inverter is in the workings, but then again, who knows?

But if we look at some other references, this new offering from Ideal Power makes very much sense. Just listen up!

* SolarCity is said to be aiming at the C&I space. Moreover, they already have a deal with Tesla to provide batteries, not only for residential scale, but also C&I and utility scale storage.

* And not the least, look at this excerpt from the recent SunPower CC (regarding PV installs, but we all know more and more PV will come with storage as well):
I would say that the distributed generation business is going to expand faster than the Power Plant business in the near term. It is not necessarily the case as we go out in the years 2018, 2019, and 2020, but we do expect the DG business to expand faster specifically commercial will - the commercial business will expand really rapidly

Sure, SunPower already have their own inverter business/provider (which they bought a few years ago), but I guess they point to a general trend here, rather than a specific trend for SunPower. And if that is really the case, the new offering from Ideal Power seems like a very smart and well-timed move. "Build PV now and add storage at your own convenience - now or later".