Net-Man and Charlie.....agree with both. My perspective and conservative approach has current KDS sales at 2+/quarter and profitability, with an arrow up. That's the ones and twos sales approach, scaling across a wide number of KDS applications.
How far that arrow goes up is the next question, and subject to a number of variables. Let's get back to talking about the realistic possibilities for multiple KDS sales.
Looking at the two prominent operating projects that have been utilizing multiple KDS, now, over a number of years...we have....
1) Japan Okinawa Biomass Recycling Centre, which houses at least 3 KDS and has been processing wood waste to produce electricity.
2) QL Resources palm pelletizing system, which houses 4 KDS and has been processing empty palm fruit bunches to produce electricity.
So we clearly have replicable projects that can provide multiple KDS sales......per project.....in wood waste processing and palm pelletizing. We have had numerous discussions about KDS processed wood waste, via St-Malo and others. Sawipac's new website is starting to provide us more details on current activities on the palm waste side.
Very recently, however, we have found that some other long-awaited applications have matured and are apparently commercially ready, i.e. paper mill sludge processing, via SCA and Eugene Bernat/CTI.....and the JCL wastewater sludge treatment facility in Hong Kong.
Just a cursory review of the possibilities there could get one's head spinning with ideas of many multiples of KDS sales. We need to continue to follow those events closely to see the realities of what will unfold.
And now we have the French sale....accompanied by limited details at the moment.....which is hinting at promises of multi-sales.
As Net-Man said earlier.....getting more information on this latest project can be very insightful for current and prospective FASC investors.
JMO, TR
AI
