Kempower - Electrifying mobility with chargers

Circle K is again setting new records. This time, their new largest charging field with 28 chargers. (Kempower + Alpitronic)

It’s funny in itself that the station was updated two years ago to sixteen chargers with the assumption that this would be enough for a long time. :smiley:

The same is happening elsewhere, just at different paces.

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Those ‘monster chargers’ look somewhat familiar :blush:

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This time too, the illustration is what it is.

This article refers to the Alpitronic HYC1000.

Kempower’s Mega Satellite is capable of 560 kW vs. HYC1000: 600 kW, so I guess we’ll start seeing individual Mega Satellites at Kempower’s sites here too, at the latest next year.

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@Verneri_Pulkkinen A question more direct than direct: Ask why a small investor should hold onto the stock tooth and nail and even buy more? 1 minute to answer.

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How long will the company stick to these goals? It requires over 40% revenue growth every year from 2026-2028, and operating profit growth must be even stronger.

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In the same vein, one could ask, “Why didn’t the new CEO make any changes?”

I find it strange that a new CEO is sought for a company who brings no changes to the company. The management team remains the same, the goals remain the same… This, in my opinion, puts the new CEO in a strange light. A new CEO usually has a “get out of jail free card” available once, and it generally expires quite quickly.

  • Doesn’t the CEO know what should be changed?
  • Who is actually leading the company?
  • Does the company have such an excellent strategy that nothing needs to be done? (Even though the SELF-set financial targets are not met)
  • Is the CEO even committed to the company?
  • If the company’s strategy and future prospects are fantastic, why hasn’t the new CEO bought company shares with their own money :slight_smile: ?
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@Verneri_Pulkkinen

I can’t suggest direct questions right now, but the themes that particularly interest me are:

  • Market growth, what are the company’s own assumptions about market growth and what are they based on?
  • Heavy-duty and commercial vehicles. What is Kempower’s position in this market and what can be expected from it in the coming years?
  • If the market doesn’t accelerate again in the next few years, what is plan B?
  • When Kempower wins or loses a tender, who do they lose to, who do they win against, and why?
  • If Kempower’s products are so good, why aren’t more of them being bought?
  • What is the area where you currently perform worst against competitors? Why?
  • What differences are there in the US market compared to, for example, the Nordics, and what needs to be done differently there for profitable growth?
  • Kempower is bankrupt in 2030 and has lost investors’ money. What is the most likely reason this happened?
  • Who will win the 10km classic interval start at Salpausselkä in March, and why specifically Iivo?
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Slightly off-topic, but just a little.

The best event of the year, “Electric Transportation Day at Aalto University,” is coming again! (Saturday, November 15, 2025, 10 AM–5 PM)

I strongly recommend attending. The event has been absolutely fantastic in previous years, and this year you don’t even need to open your wallet for lunch. :wink: Unfortunately, I’ll miss it this year, but I hope a recording will be available afterward.

There’s a wide range of topics, but the evening’s “keynote speaker” will be Juhana Enqvist, Kempower – what’s new in heavy transport?

Registration link and program below:

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PowerUp reveals that there will be at least a hundred chargers. Previously, I was under the impression that there would be about ten stations over the years. Each station will have 800 kW and four chargers.

“..partnership includes a minimum order of 100 EV Chargers, located across the Southeast, which represents a major milestone in PowerUp’s mission to advance reliable, American-made charging infrastructure that powers the nation’s expansion of electric transportation.”

An oil company is behind this, but it still makes me wonder how the company’s financing has been handled, given how amateurish the company’s image is, starting from the logo. :speak_no_evil_monkey:

If the deal is fully realized, Kempower will certainly get an excellent showcase for its products.

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Hi!

Questions - ROAST Kempower 4.11.2025 - hopefully provocative enough :grin:

  1. Does Kempower manufacture its chargers itself, or do Chinese manufacturers practically make all the technological components and Kempower just sticks its own logo on them?
  2. How on earth do you plan to compete with Tesla and US protectionism in the USA? Are you overly optimistic?
  3. Why are there still no card payment terminals in Kempower chargers?
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Strong performance from both! Jukka has grown wonderfully as a performer with the company. :orange_heart::flexed_biceps:t3:

Such presentations only confirm that the company’s work is on the right track, and this investor, at least, is very satisfied.

Towards spring and CMD!

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The roast can also be found on YouTube! (Starts around 10:40)

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@Verneri_Pulkkinen A question for the Kempower Q&A session: How can we get to a point where one doesn’t always have to authenticate when charging?

  1. When will Kempower chargers reach the same plug-and-play level as Tesla Superchargers?

  2. What is the charger’s contribution to charging prices today? If the charging price feels expensive, is it because I’m charging from an expensive Kempower charger, whose investment costs must be amortized with high consumer prices?

  3. Does Kempower intend to expand into new industries or segments that the average investor is not aware of?

Screenshot from Amazon’s LinkedIn post today, Bezos’s boys are charging their electric trucks with familiar-looking Satellites… Many Kempower employees liked the said post. Amazon has not given Kempower permission to use them as a reference?

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Good interview! A total copy of Markus Rauramo :sweat_smile: both good presenters too!

A pretty clear message in my opinion at 28:30, that if the market doesn’t pick up soon, those 2028 targets will definitely be reined in. Not surprising in itself, as Pauli also wrote here, that they have already done so at Inde.

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Was that directly on Amazon’s website or in someone’s feed? It’s not found on Amazon’s LinkedIn (anymore?).

Björn has visited the newest Circle K station, and according to his information, Circle K is a bit frustrated with the old Alpitronics, which reserve significant power from the connection that cannot be shared, for example, with the Kempower units in the yard. (From 9:45)

I have been trying to emphasize this to operators for years. The device might be cheaper, but as the market develops, these old contraptions become a liability.

From this, conclusions can be drawn that tens of thousands of older Alpitronic 150/300/400 kW chargers will be replaced in the near future with modern systems capable of satellite and load management.

Kempower is already in a good position to capitalize on this! :orange_heart:

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In the roast video (5.11.) at 42min, Kainulainen states about the revenue that it grew in a few years from 3 MEUR → 300 MEUR (in 2023), “and we are not far from that this year either” - referring to that 300. Inderes’ forecast for 2025 seems to be 252.8 MEUR at the moment, so this comment sounded quite promising.

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The total for this year is 179.4 million, so reaching Inderes’s 252.8 would already require 73.4 million for Q4, which would already be more than Q3’s 73.3 million. The record quarter was Q4/24 with 82.8 million.

2023 was 283.6 million, so a new record of 82.3 would only reach 261.7 million.. So that “far from it this year either” is quite a broad statement or then LFG! :smiley:

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Below is the guidance section from the Q3 earnings release from a week ago. 10-15% revenue growth would mean approx. 246-257 MEUR in revenue. Perhaps it will go to around 260 MEUR, Kainulainen’s comment sounds even better.

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