Post by
Gritblast on Jan 25, 2021 5:16pm
Today's Call
General rundown:
Non-Insight, not much we could not gleen from the News release last week.
Insight:
1 - Roll out to Beta customer expected to be completed late in the current quarter
2 - Revenue expect to be in the range of $500K per plant
3 - Beta customer has 2-3 plants. Initial roll out to be one plant only, possible extension to a 2nd.
4 - Reiterated that yield increase is on the order of 10 percent, savings of $10M
As regards point 2 and 4, still do not understand why we cannot capture at least 10-15% of the dollar value improvement.
Comment by
Dudeforever on Jan 25, 2021 5:46pm
Thanks for the info. I think ACU would like to be a profit participant but it doesn't wield enough clout to demand it, and probably doesn't have a solid enough cash base to negotiate deals that favour a long-term approach.
Comment by
Gritblast on Jan 27, 2021 11:19am
Aurora is a profit participant, but at a miniscule 5 percent level. As regards thier bargaining position, or lack there of, this justifies a 10-15 percent value-added share, vs 20-30 percent. 5% is just a give away, plain and simple.