RE:CAPEX and the logistics of building torches in large amountsCasavantsghost wrote: I don’t think this subject has been spoken about in great length.
i am curious about input from others on the subject.
Would it be fair to say at least in the interim, torches as used in the majority of PG’s units are the money maker going forward?
I believe Peter himself said this summer a torch can take up to a month to build..
I believe he also stated they were solidifying supply chain for torch matereial.
My overall question is, what happens when multiple companies want multiple torches yesterday?
It was intimated with the single torch deal that company big fully intends to purchase and replace all their fossil fuel burners ASAP.
Budget appropriations aside, assuming company big does 1/2 a plant a year. (25 torches say) and then 1,2,3,etc companies want torches as well in ( insert #here) their facilities.
How fast can Pyrogenesis ramp up facility manufacturing, trained personnel and if adequate CAPEX dollars are required to ramp all of that up in a TIMELY manner?
Is there a plan? Will they farm much of this work out to eliminate stranded costs (ex: pension/benefits)?
How much of it? I always got the sense that this is not what they want to do?
When you consider the other industrial uses of these torches, can you see the ability to meet demand getting away from them? I mean it’s not a terrible thing to have of course, but It’s a question I'd like to ask in this kind of detail because when Peter speaks of building an empire, what I’m alluding to could come fast and furious?
What plan do they have in place to meet an exploding demand?
If these companies can erase as much carbon tax as possible, I see an explosion in demand coming..
So timing is what it’s all about. Ideally Peter knows what he has and the interest from sectors of industry that he eluded to in the torch video... He has to know what’s coming...
So what plan should be in place with regards to CAPEX to mitigate having to turn customers away for 1,2,3,4, ec years....? You do not want to give your competition time to creat an alternative...
You want to cement (pun intended) your place as the go to guy... who can meet demand in a timely fashion.
Are they looking to purchase/lease another facility for instance in preparation for expanded growth/demand?
Everything you are asking has already been asked and answered by Peter.