Solar Integrated Roofing Corp (SIRC)

[Mr muse]

I do like that they are hitting the 100MM run rate numbers without the last acquisition in the picture. Even if there is any change there, they should be on target to hit the revenue numbers I expect. I expected them to start posting monthly numbers in the 8-10MM range and glad that they have started doing that. As they continue to post sales numbers, they will have good reason for positive PR, and also room to redo this last deal if required.

What this also means is that if this last acquisition is legit, and actually can produce EV charging sales at any significant numbers or if they get large commercial deals somehow from the efforts of the new acquisition it would be on top of the 100MM+ run rate going.

I know we are all looking for updates, but in the meantime, I am glad to see the morning PR about monthly revenue. They may need multiple PRs for June, July and August to show the trend and it is possible they could start hitting 12MM per month by August. That would be massive to see if they can hit that.

And he said 10MM+ because if the one company sold $6.0MM then the rest of the company was on a 50MM run rate before that was acquired. And that confirms a 4.0MM plus per month run rate from the rest of the companies. They went from 2MM per month to 4MM per month and now 10MM per month... and likely with growth will hit 12MM per month during peak sales months.

Could they reach $15MM per month by next May? If they do, the price will take care of itself.