Chiroman07,
My 2011 and 2012 estimates for EnWise and Innovative Solutions are in line with yours, except I have Enwise 2012 at $15m. Your total estimates are $12m and $30m for 2011 and 2012. My total estimates are $24m and $45m for 2011 and 2012. I suspect that we're both being way too conservative in our estimates.
I agree that Vertility Waste is tough to predict, but I actually expect some initial revenue this year and more in 2012, due to the methane recovery projects as you suggested.
The real difference in our estimates is for Fanotech USA. I am guessing that we may actually see $10m revenue in 2011 and $15m in 2012. I think Fantech is doing about $40m in Canada today with a fully developed high-quality product line, manufacturing facilities, and customer base. With the USA being a market that is 10 times larger, this could mean $400m in revenue with equal market maturity in the USA. This doesn't count the new products and services that will be generated by using Fanotech engineering and manufacturing on the Waste-To-Energy plants. It also doesn't account for revenue growth in existing product lines due to what I see as a boom in the garbage truck business due to the emerging hybrid garbage truck (even more significant with rising gas prices).
Brad Herrin