Thermal Energy International Inc V.TMG

Not Longer Lumpy

[Going44Gold]

With 2 customer announcements in 6 months, this is no longer lumpy.  We need more guidance on the 30 PDA's that remain. More transparency on budgets from customers to take on new projects as it appears that the timelines remain scattered which to me indicate a budget question with these clients.

as part of the PDA, does TMG have a commitment to budget for the project from the client? If so, is that within a year? 2 years? Or 5?  If the ROI is real, then why the lag to getting firm PO's?GLTA

[greendaze]

I'm okay with having to wait til next earnings . We've had to before . It sucks ,but it is what it is . Crying about it doesn't help . 

[Mostlyserious]

That's the long standing question.  One of the possible answers is that these big clients have some massive projects which take up most of the execs' attention.  Payback on these small projects is good, but nothing that will put them at the top of the list in terms of decision making. So, Thermal has to dance at the beat of their drum. I think they would mitigate this by

[panapple42]

energy prices seem to be stuck where they are at the moment. a tad higher and the incentive would grow quickly. just like the 70's show.

[panapple42]

get your bellbottoms ready.