InvestorsHub Logo
Followers 57
Posts 3161
Boards Moderated 0
Alias Born 01/21/2014

Re: SandridgeEnergy post# 61756

Wednesday, 10/11/2017 6:11:02 PM

Wednesday, October 11, 2017 6:11:02 PM

Post# of 63559
I've reviewed that. I was hoping you had some new material that you haven't already posted. I'd say SUNW have differentiated themselves quite well with the low/zero debt and the ACI biz with the apparent profit sharing. They aren't focused on leasing. If they can keep revenue and margins in line, they appear to be "past the hump". You disagree? The SP reflects the past, present and future projections. As each ER comes across, the current and future projections change based on new evidence.

Unlike you not having new any material, they are bringing new material each quarter which changes the narrative here.

Now if we see "the same old" numbers 20+ in revenue and similar margins, will this tank? I doubt it. Will it skyrocket? Nope. However the market cap is reflective of the economics. Should the company prove it can do more, price will rise. Should the company show it can't keep up the decent numbers, price will drop. It's pretty easy going forward. Until something changes the price will be pretty status quo.

Remember, micros don't need a ton of fundamentals, they need hype. RGSE has shown recently what a hyped up contract can do. 2-3x overnight. A quick glance at RGSE's contracts and one can see it's all hot air. I don't get that vibe here. I see a solid base of installations geared towards commercial customers, a market that isn't thinning like the male pattern baldness of the retail market.

Just sayin'

Only invest what you want to lose.