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llcoolm11

06/21/20 12:06 PM

#10116 RE: Magnum7419 #10114

Good points.
The effect on share price will be combination of revenue, profitability, OS, and Outlook (high level factors).
With overall Power Storage market growing, even if you assume zero sum game if they have same amount of business as prior year, because the market is growing you expect their revenue to grow even without non recurring revenue from this air force bid/contract. I believe the span was over 1 to 2 years (need confirmation). The market will price this into account long term. Even with 80k per unit (conservative price) with over 4000 units, stock price is headed to at least a dollar IMO within a year. Speed to dollar land may be exacerbated by buyback of shares by their investor(s) or by the company themselves. Also the run to dollar land may be fairly quick with proven and reputable PR firm Gregory FCA.
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Whiplash_Investor

06/21/20 1:08 PM

#10123 RE: Magnum7419 #10114

Prototypes might be for the benefit of other bidders, so Air Force can make sure they work, fit, etc before placing additional orders. PCTI will just skip that step. I doubt it will be one big order for 4500 units, but rather just do many at a time for a number of years.