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Re: Tommy John Surgery post# 6226

Tuesday, 12/04/2018 3:34:04 PM

Tuesday, December 04, 2018 3:34:04 PM

Post# of 8328
Well I’m just one investor but I have no doubt they are capable of manufacturing a solar shingle. Will their capacity be at 100% the 1st quarter, no! But they seamed well prepared for manufacturing and IMO they will be at full capacity in 2nd quarter. The $127mln in written orders are erased and are starting from $0 with purchase orders. So for me I’m more concerned with how much of that $127 is turned into POs.
Hopefully before the end of the month they will announce 3 things.

1) conversion is done
2) a decent backlog (for me that’s over $30mln)
3) 1st shipment to customer

With those announcements I’d be surprised if the pps wasn’t over a dollar (and stays over)

JMO

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