My view:At the conference CEO Gary Monaghan was quoted as follows: "Currently the cost to manufacture a lithium battery is about $500 (USD) per/ kWh. Tesla recently announced a Super Factory to be built in Nevada, with a promise to get the price of lithium batteries down to $150 USD per kWh by 2020, our current cost estimated for this type of graphene base supercapacitor is about $100 per kWh today and we feel confident we should be able to cut this pricing in half by the end of 2015""Graphene based Supercapacitors are carbon based, and form no toxicity threat to the environment, unlike the lithium battery" stated Gary Monaghan. There is ample supply of graphene or elements to make graphene, while Lithium supplies are dwindling" he continued.At the conference the Company displayed the ability to 3D print device parts, which can significantly reduce manufacturing costs. The ability to wire these devices together results in a unit that would be approximately the size of a computer tower that would be able to store enough energy to power a home. This would work in conjunction with Sunvault's planned stand up solar appliance for power generation that would be slightly larger than an air conditioning unit, and could supply the much publicized, "home off the grid" potential of the future, announced recently by others. The Company believes its Solar appliance device plans far surpasses the "roof full of solar panel approach" for ease of entry and removes the barrier to entry that potentially resides in most consumers' minds; because of the construction project approach they currently face for deployed solar.
We suspect this is the next major innovation in energy technology. It seems few aware of this small company with such impressive upside potential. Like all new technologies, we expect it will have practical hurdles to work through which will take time and capital.
Disclosure: We hold a position in this company.