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Re: gimlo post# 23061

Saturday, 08/25/2018 9:45:52 AM

Saturday, August 25, 2018 9:45:52 AM

Post# of 26233
Good morning Gimlo!

I am so happy people got the release they needed to answer the many questions that were being tossed about and better understand where the company is.

Remember before people jump in too far we still have risks and things that have to happen but certainly we are way ahead of where we were a few years ago when we had no information, no plan and no huge contracts within sight.

So lets go through the potential things in the hopper that can solve the rest of the equation here.

1- India - Massive overall contract but done in pieces. The project has been started as you have seen pictures of the work done. In the video discussing this stage 1 piece it was said to be 100 million. I calculated from independent sources about 80 million (unless I did it wrong) but using the lower figure what has to happen is the company to finish the first part which is getting close and then India gives the company a PPA formal contract which can be financed against . The overall project takes many years but is absolutely huge when you calculate it out. We all know we were supposed to have a ribbon cutting in June, then maybe July now we are in late August. I think it has been a matter of scrambling to get just a bit of funds to finish up and my expectation is that we are within a few weeks of something happening there. So this is option 1

2- Haiti - Haiti was listed on the ImpactPPA whitepaper a while ago as being quite huge. In San Fran at the pitch for 2 million conference Dan mentioned it is 400 million. The CCSA logo on the Impact website is good and Dan who already had his installation that lit up a city in Haiti in action there seems to be one of the projects they want to fast track there. However fast track is a bit different in this case since you are dealing with other approvals and paperwork stuff that is not as advanced as India. Perhaps a few months but with formalized stuff (letters, agreements perhaps being out sooner). Haiti most likely done in chunks of 10-20 million at a time over 5 years.

3- Investors - There are some big ones Dan has reached out to and a bunch of smaller ones and some that even I put him in touch with. Any one of combo of these things can happen at any time. These are not things we will see paperwork on unless it is a larger earth shattering one in which case we will hear about it. And there are perhaps a few of those in the mix. Not done until papers are signed and money is in the bank, in which case I am sure Dan will fill his cooler and let us know.

4- One of the shareholders I have talked to for a long time (years) asked me to ask Dan a question after the CCSA happened. He wanted me to ask if the existing relationship with JPS (Jamaica Power Service) could be leveraged after the CCSA took place so I asked Dan and apparently that has already led to an expansion of opportunities within the accelerator. I do not know all the details but it seems to have helped and there are 2-3 countries where ImpactPPA might also be a player and some have asked for expanded use of the smart meters in other areas and I believe they included water on that list along with agriculture. I should have written down the countries but I believe one is Suriname near Guyana etc..

5-Preliminary and not much info but mostly speculation here. One of the ImpactPPA papers had something on it at the bottom regarding Kenya and I have been checking with people and doing some general research. Apparently they have huge money going towards renewable energy and blockchain and Windstream has long had things going on with Kenya, I believe something big is hatching there but have not got around to ask Dan about it and can find nothing official yet. But relatedly one of Bates people was asked to go somewhere (Travis?) recently to land more business in Africa. So what has happened since the CCSA is interest is literally everywhere developing and some stuff we know about , some stuff we do not know about yet.

So what happens is we have more than India in the hopper now. So closing one big thing gets us in the game, a few we are really good, investor money and a deal or two we are golden. We might even run the table as everyone wants this stuff and his biggest problem is going to be getting enough help as I believe he will get a lot of this business

This is of course not even talking about the potential for water/agriculture/internet and other things that come along with some of this work.

So we have a ways to go. Deals /investors close, Dan settles up legacy issues and we are off. That is the basic plan.

As much as I know and you all know, even Dan, no one knows exactly when things will happen. It can literally happen today, next week, a month from now or more crazy waiting who knows. But with multiple irons in the the fire and the right tailwinds of the worries over climate change I think we are in the right place at the right time for a bit of luck here.

Just some advice, do not put mortgage money in this or go too heavy. We just got through the first stage of getting some answers out. If we get things rolling there will be chances to up things with less risk. I know some people just throw wads of dough around but seriously be cautious we are still high risk but in the game at least.






Everything I post is my own opinion and people should always do their own research and due diligence on any company they are looking at

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