Koil Energy Solutions Inc. (KLNG)

[xZx]

the balance sheet is looking much better lately, this is true. and i think if anyone truly thought "the sky was falling" it was because they couldn't imagine revenues would ever miss, that a few significant projects would be delayed, and that this would be enough to affect the top line as it did. to them i say "welcome to reality".

as DPDW begins to ramp its growth they are looking for larger jobs, with clients that can offer them repeat business. the potential downside we've already seen in Q2's numbers, but the upside to this strategy is bullish in the opposite extreme -- as orders do start to come in, the numbers can really stack up and become record breaking.

i'm betting much of what didn't hit in Q2 will come in Q3 instead, and this will combine with orders already slated for 2H 08. jmho.