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TRCPA

04/29/14 11:31 AM

#46032 RE: rj2 #46031

RJ.....thanks for that input. We are getting the individual sales we need for profitability and that ability to pay down some debt.

Just one of these multi - sales projects puts us into new levels. Two sends the pps into takeoff mode.
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Net-Man

04/29/14 12:18 PM

#46034 RE: rj2 #46031

rj2 - Thanks for sharing the call details. Brian has shared similar details with me as well. Getting projects funded seems to be a common problem and slows the process down. Steve Duchesne's company will answer part of the funding problem, but the projects need to be very large for them to be interested. A co-gen project would be a good example - multiple millions needed.

Getting projects to actually pull the trigger has been the problem all along. That seems to be changing given higher energy prices and, in part, carbon credit laws being enacted.

Jackson Labs added a bio-mass heating facility a few years ago and reduced their costs by $1.1 million annually. It won't be long before more large facilities convert and drive demand for wood pellets. That in turn will drive KDS demand. The recent Russian machine sale was exciting because their government is trying to move their own citizens off nat gas to biomass. Better to sell the gas to Europe and use local wood for heat. If Adam can help that facility get to full capacity, I don't believe it will be long before more KDS's are ordered.

There are a lot of projects that appear to be on the cusp and many of those are likely to complete deals this calendar year.

Keeping my fingers crossed!

Net-Man


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Net-Man

05/01/14 8:40 AM

#46047 RE: rj2 #46031

rj2 - Brian has been asked to make many multiple ( 4 - 20 each) quotes.

I found it curious there were no comments on the board about this. Brian has indicated to me, as well, there are many projects that are intending to stand up facilities with multiple machines. Doing my own research I have found a few of these projects and 2 that are not only intriguing, but seem very close to fruition. We are in a very odd place with the pps at the moment. We know there are projects in the pipeline and unfortunately there is no public confirmation. In some respects this is good if buying right now. Once the pr blackout is lifted it will be far too late to buy on the cheap. There is a very significant upside potential for the pps.

fwiw,

Net-Man