Replies to post #3881 on EcoSphere Technologies Inc. (fka ESPHQ)

[shapman2]

Why is there no conversation in the last 11 hours.

I am a concerned investor

[matt51]

My math is fairly straightforward:
Every 2 machines generate $700,000 a quarter in revenue. The gross profit margin (after subtracting operating costs) is 50 to 65% of revenue. EES gets 48% and Ecosphere gets 52% of their cut. The joint venture partner gets a cut. My guess is the royalty payments will be determinative of Ecosphere's cut of the profits.
Put another way: If the JV partner gets 50% of the profit and EES/ESPH gets 50%, then if $10 in profit is made EES/ESPH gets $5. The $5 is split 52% to ESPH and 48% to EES.
Ecosphere also gets a licensing and manufacturing fee.
I have no "inside" information about the timing of the announcement or the identity of the JV partner. My guess is late January or early February on the timing of the announcement. My guess is Schlumberger, but I defer to JoeyBagofDonuts and his post regarding Clean Harbors.
For us Schlumberger means growth quickly and possible buy-out. Clean Harbors means EES operates the machines and markets and grows the business. If that is the case, then we are fully confident Aaron Horn of EES can grow this business. Our meeting with him showed him to be the consumate professional.