Post by
WealthBuilder99 on Apr 21, 2021 12:10pm
Interesting Thing to Note From Peter's Latest Presentation
Was just listening to Peter's latest presentation at Virtual Planet Microcap. One interesting comment around torches. He said they orignally figured a $3m NPV per plasma torch, then he says, based off the intial sale of a plasma torch for $1.8m to Client A, this would make the $3m NPV look conservative, and that in the $3m NPV they press released, they had assumed a lower amount than the $1.8m for the initial sale of the torch. So it seems to me, that a major contribution towards the NPV will actually come from after-sales service and maintenance, in other words, signicant recurring revenue from sales and maintenance if all goes to plan - does this make sense? I believe Peter has mentioned in the past, the replacement cathodes are proprietary which is a de-risking factor.
Very exciting business. My advice to people, don't be discouraged by the fact the share price has dropped significantly. Learn about what you're invested in, buy and hold long with conviction. Lots of value seems to be being created here. Watching closely to see if Pyro can deliver! They haven't let down so far. Best of luck!
Comment by
Pitpitcolisse on Apr 21, 2021 12:30pm
I believe he mentionned the 3M NPV was including 10 year of maintenance, which would be about 120k/year/torch.