Kempower filled the positions. Alpitronic still has 123 open positions. 
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Kempower published the following release this morning:
Kempower starts delivering the MORE Power charging solution, becoming the first EV charging manufacturer ready to ship 1.2 MW of dynamically shared charging power
Key features of the first phase of Kempowerâs MORE Power solution (1.2 megawatt dynamic charging):
âąUp to 1.2 megawatts of charging power (two 600 kW Kempower Power Units combined into one charging system)
âąUp to 8 Kempower Satellite DC fast charging points according to customer needs
âąPossibility to use Kempower Mega Satellite charging point with CCS2 connector, offering continuous 700 amp current at +40 °C and a voltage range of 150â1,000 VDC
âąDynamic power sharing
âąRetrofit capability for existing Kempower DC fast charging systems
âąSuitable for all EV charging service providers, such as retail, public charging operators, commercial vehicle fleet operators, and ports
âąEnables simultaneous charging of passenger cars and electric trucks, accelerating the transition to electric heavy-duty transport
âąReady for delivery from Kempowerâs European factories in Lahti, Finland
âąNorth American deliveries are scheduled to begin soon after the European launch. A phased approach ensures regional support and availability.
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Analystâs comment regarding the press release published yesterday (17.6):
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I have been to several heavy-duty vehicle events this year. The buzz seems to be rising. Operators are slowly starting to embrace the idea of electric. Kempowerâs launches couldnât be better timed. I myself have invested in this from the start for this very reason. The market will be enormous. This requires time and patience, but; whatâs the rush, weâre not in a bindâŠ
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Exactly the same thoughts here. Luckily I didnât get in at the highest levels, but I bought my 2222 pcs pot at around an average of 10 âŹ. When this takes off again, weâll easily be looking at a 50⏠stock, I say. Just patience.
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Also, future second-generation battery technology, i.e., so-called solid-state batteries, require robust chargers if one wants to utilize the advantages they bring, for example, in charging times. What has been less discussed in public is what Ensto-E (the umbrella organization for European transmission system operators) and now also the EU have highlighted, namely that the capacity limits of current transmission grids as well as distribution grids are being reached. And especially in countries that have traditionally relied on gas, the investments are enormous and cannot be made instantly. The ball is in the air, i.e., who pays?
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Could those high-power products experience a similar demand peak as before, prior to customersâ inventories being filled? Additionally, if those inventory levels have depleted, could it generally support the stockâs rise?
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News released yesterday, delivery to San Francisco Airport.
The charging field consists of 12 Power Cabinets and 24 Satellite dispensers.
To support this advanced charging experience, Skycharger has selected Kempower to supply its EV charging hardware for the project. Kempower, a leader in scalable fast charging solutions, will provide 12 Power Cabinets and 24 Satellite dispensers, enabling dynamic power distribution and high reliability across the site. âWeâre moving quickly to bring this hub online,â said Johannes Copeland, COO of Skycharger.
âKempowerâs flexible, high-performance charging technology is the right fit for this mission-critical deployment at one of the busiest airports in the country.â
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Hereâs the same news in Finnish if English isnât your strong suit 
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Sometimes itâs useful to look in the rearview mirror and examine how accurate the estimates and studies turned out to be.
As far as I know, ABB hasnât really achieved anything and is making ~47 million in losses per quarter with its E-mobility business. Tritium has been sold off, and although dynamic power sharing (Tri-Flex) is coming from them, as far as I know, it hasnât been delivered to any customer yet?
I would say that Kempower is in a significantly better position than almost three (8/2022) years ago.
Very interesting Q2 results are coming.
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Good point @Fibula. Tritium indeed seemed to be an Australian success story, but its forecasts went badly wrong. Ambitious expansion targets led to the companyâs over-indebtedness, and the companyâs management further lost investorsâ trust when problems were not openly communicated. But these surprises happen along the way.
I wouldnât have predicted that Kempower would succeed in growing its orders so strongly in North America in Q1. But there isnât really good visibility into market changes. The data in available forecasts varies, and surprises occur.
In early June, the lead analyst of charging infrastructure analysis company Paren Inc. wrote on LinkedIn that some well-known analysis firms are even spreading misinformation. One should always remember to be critical when reading these forecasts.
I didnât quite grasp the target of McDonaldâs criticism. It probably relates to the view on the US crisis and Bloombergâs market statistics linked earlier in the thread in May.
According to McDonald, the Charging 2.0 era has already begun, where charging services are moving to a better level. According to him, fast-charging stations were opened at a rapid pace in the early part of the year, but there is no other information than this image he shared from Parenâs analysis. However, this would support Kempowerâs guidance that the DC charging market would start to recover in the second half of the year.
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Interesting news from Southeast Asia. This is a bit harder to summarize in Finnish, itâs worth reading the whole article.
Kempowerâs long-time partner WBG has opened a new regional support facility in Johor Bahru, Malaysia, to strengthen local engineering capabilities and provide enhanced technical support for Kempowerâs charging solutions across Southeast Asia.
Kempower is proud to play a leading role in the HanoiâSingapore Express Highway, one of Southeast Asiaâs most ambitious EV charging initiatives. Spanning Vietnam, Cambodia, Malaysia, and Singapore, the project supports long-distance EV travel through a network of 13 Kempower-equipped charging sites delivered with our regional partners.
In addition, several new stations equipped with Kempower chargers have been opened in Slovenia and Croatia, among other places, and more are coming. In the Netherlands, taxation will accelerate the electrification of heavy transport starting next year. Kempower recently signed a new agreement with a local operator there. The half-year report will certainly be incredibly interesting. Before that, I need to be patient and take a little vacation.
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âą Allego has chosen Kempower as its primary supplier of EV charging solutions.
âą The first fast-charging stations will open in Denmark in the third quarter of 2025, using Kempowerâs high-power modular DC charging systems.
âą In the next phase, deployment will be expanded to the Nordics, Benelux countries, and France.
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Oh, that word âprimaryâ tastes so good, like a new harvest strawberryâŠ
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. Allego, one of Europeâs five largest charging operators, has chosen Kempower to support the companyâs mission to deliver reliable and high-performance EV charging solutions across the continent. (Havenât they been using Alpitronic until now?)
.. The first charging stations, which will begin operations in Denmark in the third quarter of 2025, will be equipped with five Kempower modular 600 kW Power Units and 30 Kempower Satellite charging satellites, which are equipped with 375-ampere cables."
Finally, proper charging stations!
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Iâve had very conflicting feelings about which of these major market-influencing trends will most affect Kempowerâs future. The short-term decisions in the USA, as a federation, are turning towards fossil fuels (states are separate), but the EU and China (Asia) as large market areas want to electrify motoring. The EUâs new climate targets will certainly increase the electrification of mobility, and manufacturersâ temporary steps back regarding electric cars are just a small bump in the long run.
Electrifying passenger cars alone is not enough, so ocean liners and heavy equipment will inevitably follow suit. However, I argue that the megatrend of electrification is stronger than the âdrill baby drillâ policy.
The news flow seems positive. Q2 probably wonât be a triumph in terms of results yet, but in this case, investors are following order intake, short-term forecasts, and the CEOâs view on how to make this company profitable in terms of results as well.
Please donât consider this a buy recommendation, but Iâm jumping in at this stage. Iâm looking forward to the next 3-5 years, so the stock is not for short-term speculation.
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Here are Kaisaâs fresh comments on this latest release. 
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Greetings from a trip to Sweden/Denmark. About five Kempower charging stations were seen, plus one charging station for trucks and one covered Recharge station on the island of Ăland (which will certainly be needed. The islandâs 60kW charger was not working and the functional 50kW one was occupied.)
Of the Kempower chargers seen, they were generally always reserved first, after which people used Tesla/Meri chargers if the Kempower ones were occupied. The only exception was Alpitronics. I donât know what Recharge charging is like with a membership, but without it, itâs much more expensive than, for example, Tesla.
I dared to ask a few why they chose Recharge, and for one, the reason was reliability; the other didnât want to charge from Tesla chargers.
All in all, what was seen on the trip supports my own investment views. The need for reliable chargers is great and only growing.
Ionity has performed exceptionally poorly, especially the older ABB chargers. At one station, an installer happened to be present, and when asked about this, he said that the old ABB chargers are being renewed, but refused to say anything more.. 
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Denmark has deployed the countryâs first MCS. A familiar company to Kempower from previous charging sites.
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