RE:Revenue estimatesI'd like to add a few more things to consider... Yes, we've heard Greg say multiple times in the past $100m revenue and 20% margins. In fact, he sometimes words it to be conservative which means that "Greg himself" must strongly believe in those numbers. That does not mean they will hit those numbers, perhaps yes, perhaps no, but to me it means Greg believes they will.
Let's consider if they don't meet those targets. This company could still have a pretty lucrative business model if the revenues and/or margins are under these mentioned figures.
Additionally, I believe that revenues are likely predictable once 1 module is running at full capacity. It should be as simple as module 1 output x 4. However, I would expect margins to be better for module 2, then even better for modules 3 and 4. I assume there will be some economies of scale that occur. They shouldn't need to hire 4x as many employees to run 4 modules. I assume the facility rental is the same regardless of whether they operate 1 module or 4 modules. Certainly some expenses will go up proportionally, but I expect a fair number of expenses to go up, but not proportionally.
What does all of this mean? I think the profit for a 4 module plant to be more than 4x greater than a 1 module plant. So once we see what module 1 can do, it will still be an estimate as to what a 4 module plant will provide in terms of profit. We should have some idea of profit ranges and I'm hopeful we will be very happy at this point.
The others that mentioned we just need to wait and see are correct. I hope/expect that the results from module 1 will validate the business model and that the stock price will say goodbye to current levels.