Thanks for the posting. I am not trying to throw around numbers for just numbers sake. Since we have not gotten any guidance I am trying to put together some potential for the company to justify if I should ride this out. I am glad that you have confirmed what you think Atoll numbers will be next yr. I feel the same way 200M is obtainable. The 4th qtr numbers will help to confirm this. If backorders are given it will really help. The information on the container business for the Russian cleanup did help to formulate a potential for determining that business. It looks like we can use a 10% factor on the cleanup number to calculate the container business portion. It is early but I am guessing NNRI should win @ 1B dollars of that that would be 100M dollars per yr. I am assuming it would be close to the same for the EU cleanup. They are the ones with the laws outlawing lead. On the new plts I am still in the early stages of trying figure out the business potential for NNRI. The core to use beecom/feecom I figured the material was around 3M dollars based on the limited information from ST. I figure with engineering, consultanting cost the core sheild could run 10-20M possibly. Then when Atoll gives use the earnings maybe we can start calcuate the potential business each new plt could mean to them. I do realize these plts are a few yrs out but I am sure that orders will have to be placed starting next yr. From my reading, it appears the US nuclear industry has been devasated. It is almost impossible to get core containers any any parts out of this country. So I believe parts to build plts are in short supply which is great. This is where the real potential is for NNRI if AToll & Velkont have the right parts & technologies.
On the VSYO debacle I realize it is a none material event but as I explained to Jim Hock today it is one of the last 4 screw ups by the company that I feel makes this stock feel & smell like a pk sheet stock. The 4 issues I have are as follows:
- the PR stating Atoll had the 100M order in the bag for 3rd qtr & we have to find out they lost it on the MB
- the Roar spin off & shares for us - learning from the MB it will probably not happen
- the nuclear conference in Russia had to learn about it from the MB, ST & Iceman. Then they were saying they were presenting & I could only find out that they were in a discussion group. If they gave a presentation the co. should have released a PR with the link for the presentation like most co. do.
- last to have find out about the VSYO issue from the MB and that the CFO is on their board is like the final straw to break the camel's back
So I pointed this out to Jim stating if it was not for him returning calls and getting me in touch with company people to answer questions and trying to calcuating out the potential I would have been like the average investor and run and called the company just another rip off pk sheet stock.
Unfortunately there are so many factors involved with the price dropping - I feel it is manipulated by the MM(some due to personalities & getting back at a few people - I can only describe that in a personal email), forward selling of the 144s (I mean shorting the stk without presenting it to the brokerage house), poor communications by the company, some tax loss selling, converting the warrants before they become useless and the unbelievable spin by a few promoters. I am sure there are others but these are the ones I feel have caused the most damage.
I believe the company will change their approach starting next yr. You can see it beginning now - Iceman is quiet and ST is not as talkative. I believe a more professional approach will be seen next yr. I am like you the end of Jan will tell the story to see if management can turn this thing around. Lets hope so because I cannot find a company with this much potential - a few solar stocks but that is it.
AI
