TRCPA - I am not stressing over the fact that news is on the way or when. Short-term I suspect there are 4+ machines under way and will be announced by end of the year. That in itself is great news. It's the several fronts that news is likely to come from - how many machines and when that keeps me up at night? There is just way too much smoke not to believe there is a fire raging.
The low estimate model that I am working on indicates a high probability of ~20 direct machine sales in calendar year 2012. That is a very significant increase over FASC's best year, but appears to be doable. Some of the middle estimate models indicate substantially higher numbers still. Don't get me wrong, I have other models based on risk factors that are just down right depressing. However, the most likely appears to be the ~20 machine sales. The models were all put together prior to the Sundrop Fuels announcement. I don't know if any potential sales to them should be additive to the models or simply absorbed. This is where much of my stress comes from.
Based on an projected $9 million in gross revenues, what is a good pps?
fwiw,
Net-Man