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southacresdave

02/06/19 11:37 AM

#626 RE: worthylion #622

Worthy....it will be interesting to see the impact of the 23% reduction in cost for the bulk engines they buy now in quarterly results. I keep my fingers crossed that the aluminum tariff from Canada gets dropped when Congress starts to look at Nafta 2.0. Senator Grassley (R) is pushing for it. Dropping the cost of their aluminum enclosures would help margins a bit.

I also worry that the company has little experience in ramping up and that may not play out as efficiently as they hoped.