Mixed view on government contracts
I am more inclined than CYS to hope that we can get a few government contracts or subcontracts. Management should be really looking hard at this opportunity, though. It won't be easy, but any project on top of what could have been implemented without the commitments of the federal government will obviously improve our bottom line.
I am, however, not advertising that the Paris agreement and the above gov. commitments are likely to be the game changer that some would like it to be, mainly because I do not think TMG has that much expansion capability and will power in their DNA, as indicates its history. I think we are at a good juncture and that we could be feeling a little better about the SP later this year, but I am not banking on any firecrackers. The climb from 4 cents is an indication the market appreciates what the company has accomplished, but it will take a similarly unexpected (for some) positive development to move this to the 20-25 range for any substantial period of time.