[prabhu]

Good to see a strong order backlog for the year.

Perhaps, the UK could show more love for Kempower instead of only opting for Tritium. Osprey charging showed some interest but has since pivoted to more Tritium like others keeping Kempower stock images to only promote their upcoming accessible locations. Out of 3.3M in RoE, 3M came from a single operator called Power Dot.

Folks might have recently read about their 3MW Electric Bus charging hub for Koiviston Auto. In the UK, Siemens and BYD appear to be the key players in electric bus charging infrastructure however the imminent introduction of Volta and Volvo trucks this segment is bound to explode.

Full report could be found here - https://investors.kempower.com/wp-content/uploads/2022/05/kempower-business-review-q1-2022.pdf

 

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Kempower have the best chargers on the market in my opinion. The power hub and satellite power sharing concept is a great solution (most other manufacturers can only do this in charger pairs at best). The backend system is also fantastic.

BYD have a bit of a captive market in the UK as most of the electric buses are BYD/ADL! A large amount of them are AC charge as well (2 separate 40kW ports) so many of the BYD "chargers" are just 80kW EVSEs rather than proper DC chargers.

 

[JonnyVTEC]

Im pretty sure the companies who run the business case for their new sites and locations know what they are doing.

I assume showing 'love for Kempower' simply comes with a bigger bill and when wholesale energy prices are moving so much, thats a gamble!

 

[prabhu]

Im pretty sure the companies who run the business case for their new sites and locations know what they are doing.

I assume showing 'love for Kempower' simply comes with a bigger bill and when wholesale energy prices are moving so much, thats a gamble!

Yes, the business case right now is more biased towards the all-inclusive pay-as-you-grow leasing model championed by Tritium and ChargePoint. Kempower in contrast is a small business following a traditional model that involves capital investment from the operators. Perhaps the leasing model with cheaply printed money would win for years to come.