RE:RE:RE:Germany is emphasizing large Green projects ....It is important to realize that ROI and savings are more important than anything else,
especially when you are selling something. People running businesses have
an easier time justifying things in these terms. It is win win this way.
Ciao wrote: Lots of work to change the corporate name of a company. They could easily add a banner to the company's website to the effect of: "Fighting climate change by improving energy efficiencies to reduce GHG emmissions"
Lastly, Bill needs to stop comparing TEI to XBC and GRN. These are renewable energy companies offering alternatives to fossil fuels. He has quoted the EV/rev valuations in his last SCD interview indicating that XBC / GRN are at 20 and 50x mulitples. That is incorrect for XBC for sure where analysts have 10x EV/rev target price multiples for XBC. As pointed out Kontrol Tech is a better comparison.
canyousayiii wrote: Thermal needs go start branding itself more as an ESG play. And perhaps being a Canadian company "Energy" may be misconstrued as being a producer? Anything to help visibility. Kontrol Energy changed its name to Kontrol Technologies. See my post there on Valuation scenario. I think that stock should be easily worth 4-5 times more....not to say 10 times and it is based on some metrics we know and can figure out conservatively. I dont know what I am missing because it sounds like a no brainer. Thermal still has lots of value based on sales valuation so I am staying put with a very large position in this ESG play that can quckly catch fire and move up in multiples, but I can't as confidently do the math because product sales are much more difficult to predict.