What's interesting is that I suspect most investors just have no idea what the ERC is or what it means. The fact we now know that MVTG is actually building the pilot ERC for sure (if there were still any doubts) is pretty big news.
This effort is what is going to likely lead to other Lafarge plants and other companies via Alstom ordering and installing ERC units. And Randy Gue, the MVTG new hire heading up the ERC rollouts, appears to know Lafarge, CCS, CCU, and the carbon tax / carbon credits markets, etc like the back of his hand.
I find the potential revenue diversity of the combined technologies quite interesting.
MVTG has had a very impressive 2014 so far. They had an impressive 2012 and 2013 as well when you look at what they accomplished, but this is the year when it is all finally starting to come together.