Post by
ZouZS3 on Mar 11, 2021 5:49pm
Q&As
Based on Q&A, Markets in Europe are tighter for GRN, most of their backlog is from the US. Investors seemed concerned with competition, cost compared to bigger companies. GRN are solely focused in RNG. BOO are focused only in Europe where markets are tighter. 46 millions in backlog is expected to convert in revenues from 9 to 18 months. 8 millions included in the 46 million is NOT expected to flow in 2021. For the 720 million sales pipeline did not give any guidance on how much of that will convert on 2021 and refused to answer and an investor assumed that sales pipeline is for specific projects. Does not seem to be focusing project developments in NA but rather in Upgrading business. They are expecting to partner with project developers and maybe gain equity in the projects instead of owning the projects.
Comment by
GoldenArm on Mar 11, 2021 5:56pm
Yeah I have to say they are just getting started with SWEN since they just inked that deal. 720M sales is mostly in the US that is why the US market is a bigger draw.As for project development I think you need to read the transcript when it comes out to better understand what was said. So do I but it sounded like they know what they are doing.
Comment by
ZouZS3 on Mar 11, 2021 6:28pm
Guess we'll see how the market will react tomorrow. My guess is some will retreat until further updates from Greenlanes. I'm quite pleased I did
Comment by
MB11111 on Mar 11, 2021 6:31pm
don't waste any time and sell at market tomorrow.
Comment by
VicVegas on Mar 11, 2021 6:47pm
Amen. I'll be glad to take your shares.
Comment by
bmbruce on Mar 12, 2021 7:29am
ZouZS3...kindly elaborate on the perceived "roadblocks for growth" and which "Other companies (in the space) are growing way faster"
Comment by
North2004 on Mar 12, 2021 7:42am
Yes some insight would be helpful!
Comment by
ZouZS3 on Mar 11, 2021 8:15pm
l said that Q4 results are great! Answers to the Q&As not that much. Sorry to hurt your feelings Sam...the market will decide tomorrow. I might be wrong but this is what it is.
Comment by
sumpineh on Mar 11, 2021 8:44pm
You got to be kidding. Your first post and you choose to insult someone of ZouZS3,s calibre. Give me a break. Oh and by the way, it is alright to own both GRN and XBC It does not have to be one or the other.You may as well ignore me because I am definitely putting you on ignore.
Comment by
ZouZS3 on Mar 11, 2021 9:37pm
My Gosh, what is wrong with you people!? Yes what's wrong with that Sam? Sumpineh is a great person, and yes together we stand. At least she's not bashing anyone either. I did not insult anyone here why you people are taking it to the personal level? I hope GRN will do well for you guys, I do own GRN but a very little position for now. We'll see what happens