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Re: katiesdad7 post# 11208

Tuesday, 01/21/2014 5:00:17 PM

Tuesday, January 21, 2014 5:00:17 PM

Post# of 114842
not a chance with cramer until significant orders and/or backlog is announced, investors can get an idea of what the energy related biz model might look like, and a path to profitability and operating free cash flow becomes more obvious than what appears to be known thus far. this stock could become a legit candidate for one of cramer's friday segments some time later this calendar year that cover more speculative situations.
and the more mills and his cfo can explain in detail how ecsl is going to fund its growth and working capital needs through debt or equity issuance or contract pre-payments or real cash deposits. i, for one, hope that those issues will be addressed by mgmt once these 'imminent' contracts are announced.
i suspect gross margins are going to be hefty, but without that and other expense projections, no one really has enough numbers to put together a biz model. that model, of course, will be dynamic if and as more orders flow in and the company hopefully realizes scale efficiencies. i can't wait to get a better idea on just what the earnings power might look like a year or two or three out in time.
if anyone on this board thinks he or she does have a biz model they like to share, i'd love to see it and go over it.