RE: RE: RE: RE: RE: RE: Humpty Dumpty I don't think any company will jump from 1-2 units to 5000, ever. If they had that much capital they would just buy CTW. CTW couldn't even fill a 5000 unit order in any decent amount of time anyhow. I think companies will ease their way into orders at around the 50-100 unit amount. This will allow them build even more confidence about the device. Also, I don't think any wind projects have set aside extra money to buy CTW devices so it must come out of cashflow (or new financing). This might not be the case for a company like BP which probably has extra sources of capital. Being able to lease the units using cashflow from an up and running wind farm could be key to moving to the next level.
Initially we were told that the CTW device would give 10-20% power increases and would sell for $125k per unit. After listening carefully to several conference calls it sounds like on average they are producing 8% more power (which is good but not 10-20%) and that on new more advanced turbines, with better sector control, they are seeing 5% as the minimum. This probably shrinks the possible future market for new turbines but leaves a very healthy large market of "old" existing turbines. Also, the average selling price is likely under $100k now and is heading lower due to cost reductions in production (while maintaining margins). I think it will be closer to $50k/unit for the upcoming larger orders.
One final thought: in almost all investments I've ever made things are usually slower and less impressive than most projections. It's just reality :)
I'll be holding on to 1% stake until we hit at least $1 or zero.