Thermal Energy International Inc V.TMG

Pathetic P/R and conference Call mask a great Quarter

[ramman1]

O.K : so all the so called experts here: (Mostly /Prone/ Greendaze , and the like ) know , BUT I DON'T:    We are investing for the future and that's great . Looks like our bottom line went from $ 542000 to $ 44000 (ONLY)  because we are investing in the company. Thats fine , just tell us that  , and how much more is required to complete  the 100% capacity addition in England , and how many more employees will be required.How will it be capitalized .  Why hide the info , AND: never count on Beacon Securities  to ask that type of question in a cc . ---O/K  : 24 Million in contracts under pipe, to be completed WHEN  ?: ABSOLUTEY NO DIRECTION OFFERED OR GUIDENCE, and new investors want to know.---C'Mon  24 million in contracts at 51% margin, AND YOU CAN'T PUT A POSITIVE SPIN ON THAT . -----------Oh well , I bought a measly 20000 more today , however what is my prospects of hearing about contracts going forward , 1 year ,5 years ,who knows , I guess only the pumpers think they no  ,however  ALSO: having  no idea.

[Mostlyserious]

I am not sure about the capacity numbers and how quickly one can fill it.     But what I can offer is this.  $22.9 million in purchase orders right now.  That is the current balance that has been accumulated over time.  Most projects get completed within a year, so you will see these hit the Q4, Q1, Q2 and Q3 financials.  Those financials will also include stuff

[ramman1]

If I arrive at your place to put windows in your home ,under a contract ,  and cant give you any time line for completion, ''you will worry''--If I say 90 % will be completed in 60 days , with 1 remaining on order for 3-6 months, YOU at least HAVE DIRECTION . -------------Currently  with this company, your estimates look well thought out and very reasonable, HOWEVER: 

[Mostlyserious]

I don't know what you mean how much capital is required to complete the expansion the company has planned.  Crossland manages investment in growth (capital + employees) based on his comfort level with the cash balances.  He is conservative, he doesn't want to over extend himself.  They moved into the new plant.  Did they buy all the equipment they need etc, one clue

[Possibleidiot01]

I'm no  expert here but if you listened to the call - turnkey projects are , if I remember right , up to 50% of revenues , up from 1/3 awhile back during COVID This is you can better build it for they will come part of the story.; it's also extremely hard to tell when that will happen. I know nothing , but being a possibleidiot I can easily believe life/business doesn't always

[Mostlyserious]

The more significant part of that 1/3 turnkey projects mix story from 2022 is that turnkey projects require site visits to assess, develop and implement.  2022 revenues include initiatives that may have been explored in 2021 and even in 2020.  During those years, as we know, travel and physical access has been restricted, so Thermal was unable to effectively engage clients for these

[greendaze]

I'm not an expert. All I know is what I can read ,that the companies publish. I'm a passive investor . When I invest in a company . I do so with a very long horizon. I buy the dips ( pull backs ) to lower my dollar cost average . You have to disside wether you are a trader or a holder and what your time horizon is . Penny stocks are not for the faint of heart . That's why I have most

[ramman1]

You totally missed the ''jist'' of my post  greedaze. -----  It does not matter whether you are a holder or trader ,long horizon or short ,small chip or big chip investor ,the common denominator, is ---GUIDENCE.----  Company talks a lot and e-mails out notes with ''no meat''.-----  As soon as you can find something out for us, let us know.---I

[panapple42]

The order backlog was the guidance.  You just need to extrapolate and calculate the possible future earnings scenarios.  I believe TMG has a record level of backlog now, but I am not an expert. It would be nice to some larger turnkey deals though, just to ice the cake.

[ramman1]

Another (BOZZO)  to the plate, this time pineapple. -----------  A poster on another site indicated that 50% of our 26 million ,in order backlog ,will not be officially be  finished  on the books for 3 years.--In addition , the company will  report $ 400000 to operations expansion for 4 Quarters. ---All o/k,if it's on the books  , but that puts a different spin on

[panapple42]

rubbish

[ramman1]

WOW, Does a single investor question ever get an educated response, and yet still no answer. 

[panapple42]

[panapple42]

[Mostlyserious]

Just to be clear, I do not consider myself an "expert" nor do share any information and opinions to make people consider me an "expert".  I made great efforts to share and explain my views to be helpful to like minded, not for pumpers or bashers. if you are aware of a great micro or small cap bargain with extensive guidance to come to that conclusion, please share.