Thermal Energy International Inc V.TMG

Technology companies tend to become less relevant over time.

[prone]

TMG was always the go to company in the Energy Efficiency space.
In the UK most turnkey sales benefitted from Government GHG reduction programs.

Over time TMG has accumulated competitors and today with net zero, Carbon Capture technologies are on the rise.

ROI makes sense for Carbon Tax avoidance but less so for Net Zero.

So those areas where energy efficiency still makes sense, TMG needs to focus and get their technologies installed faster than competitors.

We see 1-2&3 turnkey sales to F500 companies. 

Site wide contracts for the next 5-10 sites need to start being inked ---> then we have the very pipeline of assured sales that investors want to see --> SP rises accordingly.

MHO

[canyousayiii]

Agreed. We have been given the impression over time that the implemented projects were carried out on time, on budget and met expectations. With all the factors at play today (including carbon credits), given the gross margin TEI is charging, projects are effectively paying off by the end of year 2 if not sooner. And the savings continue for the next decade or two. We don't know the pipeline