Russian sanctions as they are create a perfect advantageous situation for Capstone. 1) As to date the sanctions are not placed on Natural Gas exports 2) Since Russia (2 trillion GNP) has a small economy in comparison to America (17 Trillion GNP) and Western Europe (13 Trillion GNP) and the largest segment of the Russian economy is the oil and Gas sector hence they will be forced to ship as much Gas as possible and 3) these sanctions only highlight the need to expedite the U.S. ability to ship adequate amounts of liquefied Natural Gas to our European Allies.
Everyone of the above developments only enhance Capstone ability to raise revenues. Our President has been sitting on approvals for LNG export facilities licenses for the past several years. To date only two are approved with an additional 5 or so in limbo. Also, he has not responded adequately to infrastructure building for all these new found oil and gas reserves. To date, it is the oil and gas industries that have footed the vast majority of the money for infrastructure development. It should now be obvious to the most casual observer that a need to expedite actions in these areas and certainly political pressure from within domestically, and externally internationally will do nothing but help the situation. The heightened need for Capstones products sit right at the apex of change of geopolitical situations throughout the world, and as an investors this is precisely the kind of situations one should look for. Less
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