News Focus
News Focus
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beischens

11/30/11 1:56 PM

#34826 RE: TRCPA #34825

I am not so sure a pr is comming soon.

PRs cost money.

... and FASC right now is cash poor.

I believe that is why we have not gotten any PR in the last year and a half.

... that and not having much to talk about.

Like TR is want to say. Even without PRs progress will eventually be reflected in the bottom line.

As frustrating as it is, we may have to starve until the next 10Q.

What is more concerning is with the quality of the 10s. Can anyone swear as to the verasity of the accuracy of the reports?

I sure couldn't.

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troutkinglives

11/30/11 1:59 PM

#34827 RE: TRCPA #34825

TR - Would you anticipate seeing a sudden increase in volume prior to a substantial PR? Or will it just come out of the blue? eom
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Net-Man

11/30/11 2:16 PM

#34830 RE: TRCPA #34825

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