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Net-Man

05/23/12 9:37 AM

#37346 RE: TRCPA #37345

TRCPA - I believe there are 2 significant changes that financing brings to the equation. As you note, the timing to book sales should be reduced and probably by a lot. The second, and I would posit the more valuable to FASC, is that a larger market is now available to sell into. Capital and the ability to have access to it is the grease that moves all business. Anyone looking to stand up an operation can now understand what the business model is while at the same time have a lower out of pocket capital cost. It becomes more an equation of leverage versus risk.

fwiw,

Net-Man

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rj2

05/23/12 1:41 PM

#37363 RE: TRCPA #37345

TR,

Do you remember a couple of months ago I posted a conversation I had with Brian about the previous 10Q and the inventory? I asked Brian if that was for on going sold projects and he said it was. Maybe it is just delayed delivery and payment? Hopefully soon we will know to whom and where.

Just a positive to look at it (spin?). "my income depends on it" per Jag!

RJ (lookin to be JR)