|Tue 22:44||cyberbub||If we really manage to get the boilers working and rolling into real customers' homes from Q1 2015, and our management meet their target to sign (inside 2014) some credible deals with big European players, I would be surprised if the SP was much below £1 by spring next year.
If the boiler IP is proven to be both widely marketable and clearly defensible, then surely £250M market cap... read more...|
|Wed 10:14||cyberbub||Yes I agree the combi boiler hitting the market (perhaps late 2015?) will be really mega news for the company.I know what you mean about a takeover in mid-2015, that would seem to be the danger zone. Having said that, I would not be crying myself to sleep if we were taken over at 150 - 200p in that timeframe...Remember that companies with a large addressable market and a strong brand, even if... read more...|
|Wed 09:46||larry335||cyberbub, I agree with all of that, although I would say the previous management had foresight and made some very key critical decisions e.g. acquiring the IP that led to this boiler development...and development takes time (and money) especially something as complex as this, not just the boiler itself, but all the stuff related to this industry, installation, regulations, approvals etc. A... read more...|
|Tue 22:09||cyberbub||I particularly liked this phrase from the newsletter:
"If the Flow boiler, as we predict, is to become the first choice for all UK
consumers, then we require high volume capacity."
Says that the next newsletter will be published in October. By then I expect that we should have, or just about have, the first demo boilers off the Jabil production line...
:-) :-) read more...|