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Tuesday, 03/03/2020 6:15:30 AM

Tuesday, March 03, 2020 6:15:30 AM

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2 great articles on Seekingalpha about wind power and gas turbines. FAN and GE. Great stats in the articles too.

From the FAN article, currently 60,000 windmills in US and it accounts for 18% of all windmills in world. They expect growth in mid teens. One of the items mentioned and discussed in the comments is talk about the cost of electricity being high for wind power vs other sources and this is what mCloud mentioned as they know they need to keep those machines in top condition to extend life and eliminate down time or windmills cannot make money.

The other article about GE mentions lots of growth in wind-farms and also the cheap cost of natural gas will result in more steam turbines for electricity. This is very current because mCloud just recently signed ever-source the electric producer in New England. I can now imagine electrical plants are all now in our market.


mCloud had two announcements yesterday one about them being at a restaurant show and they now mention hvac, lights, ventilation and even doors. The video by Barry Po is great

So many ways to reach 100m in recurring SaaS revenue.

Regardless of political nonsense and carona people need energy and companies need to reduce costs and extend life of equipment.

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