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Thermal Energy International Inc V.TMG

Alternate Symbol(s):  TMGEF

Thermal Energy International Inc. provides energy efficiency and emissions reduction solutions to the fortune 500 and other multinational companies. It operates primarily in North America and Europe but also sells its products and services through representative agents throughout the rest of the world. It markets, sells, engineers, fabricates, constructs, installs and supports two technology lines, such as heat recovery solutions, including direct contact heat recovery solutions (FLU-ACE), indirect contact heat recovery solutions (HEATSPONGE and SIDEKICK), and condensate return system solutions (GEMTM steam traps). It is also developing several other technology lines, including low temperature biomass drying systems (DRY-REX). Its solutions can recover up to 80% of energy lost in typical boiler plant and steam system operations. It has two primary operational bases of operation, one in Ottawa, Canada and the other in Bristol, United Kingdom, covering Europe and the rest of the world.


TSXV:TMG - Post by User

Comment by Mostlyseriouson Jan 22, 2025 12:56pm
44 Views
Post# 36415419

RE:RE:RE:RE:RE:interesting read , not on TMG , on steam from Bronte Capital

RE:RE:RE:RE:RE:interesting read , not on TMG , on steam from Bronte CapitalYou can ask the question more broadly.  In 2011 or 2012 they had revenues of $12-$13 million.  A dozen years later we are roughly double.  This double includes likely more than double the staff including acquisition of BEI which generated about $2.5 million before being acquired.

GEM had more than 100 clients before being acquired and included many multinationals.  TEi boasts some 100 clients over time including less than 5% penetration rate for its largest Fortune 500 companies.  But we can see from the news releases that repeat sales, for at least heat recovery projects, are infrequent for all but less than a handful of clients.

Products seem to be delivering advertised (economic) benefits, so the question is why they are not doubt better.  Something in the strategy and execution, but how can you expect the same leadership that has been here for 15 years to adjust?  Harnden offered an opportunity for a new exec to provide some newer perspective but I am not sure we are seeing any contribution in the NA sales just yet.  For starters gotta get the bigger clients to order multiple systems at the same time....that's supposed to be the benefit of landing a large client.

Anyhow; time for a contract.
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