Thermal Energy International Inc V.TMG

Once again yahoo says earnings today .

[greendaze]

Second announcement the charm ? Also more volume than seen for many months at tmgef , plus good volume at tmg . So what cooking ?

[Mostlyserious]

Don't know, what are you cooking?  Nothing burgers?

[prone]

Green Daze is smoking Hopeum....! Like most of us longs...........................  But maybe it is Tic Toc Time ...................

[greendaze]

I've been adding more Tsla.n to my stew pot of a portfolio. And I'm having a great day once again . The reason I posted this morning in an inane way was , click bait . If one only posts replies , no fish will even see it . Im hoping most of you get that . Thankfully Tesla doesn't need that . As for burgers ? I don't eat them . More and more Canadians are warming up to CDRs . If any

[prone]

First Time - TMG news showed up on my IPhone stock page. Which implies a broader circulation to others.!

[Mostlyserious]

Just found out there is a relatively new Smallcaps Discoveries interview posted on the website.  Looks like 40ish minutes long so will have to listen to it once can spare that time.

[panapple42]

Generally a re-hash.  No real indication otherwise.

[Mostlyserious]

19 PDAs in last twelve months.  On average from the time a PDA is signed, then engineering stuff completed and decision made takes about 12 months on average. If we had a better sense of when these were signed, we could have a rough indication when to expect decisions or at least when not to expect them. But let's call this roughly $30 million in business that we could hear about this

[prone]

Nothing wrong with your interpretations.  The question remains - How many are going to contract...?  And how big ...? Size defines the delivery rate and revenue stability. The 19M backlog looks good too. The questions remains - How much is due to Gem Traps = great margin, quick install = next Qtr will have a big revenue value and +ve EBITDA.  Then what..? Turn key solutions are

[Mostlyserious]

Here are some numbers broken down further. YTD order intake is about $18M: - $10M custom equipment (likely GEM and BEI) that takes 3-6 months to deliver. -  $8M turn-key that takes 6-12 months deliver and revenues are typically weighted towards the end because of percentage of completion accounting. Custom equipment margins in the 50s due to the proprietary nature component, turn-key in

[Going44Gold]

If we are to analysis the market perspective, we need to bill out more $15M in the next 2 quarters to better sales from 2020. This would also improve cash flow and generate basic interest that the company is truly growing the business.  Long time holder of the stock but the time is now to deliver long term stability to enhance shareholder value.  I think it has been said too many times

[Mostlyserious]

G44G, agree with all your assessments and thoughts. This year has to be the start of what many of us had been waiting for for many, many years.  Solid sustainable growth (let's call on their 30% CAGR) on what should be a decently profitable revenue base (close to 10% net profit margin).  If this happens, we could look forward to bettering the 28 cent intraday high briefly smelled

[panapple42]

They need to sign at least 2 larger deals to build confidence AND get beyond 2020. 

[prone]

Sooner rather than late March. Otherwise this stock might as well be Halted ---> volume  0.0  

[panapple42]

How big indeed.  Big clients? All Small orders?   The margins would likely be better on larger orders which would presumably be easier to fulfil (at least logistically).  They have been preparing their team for a while, hopefully for something.