And don't forget the Chinese Aspiral orders.. they will be the growth engine for Fluence going forward, Henry has said that several times this year and we are about to see why he keeps going on about it. The hint they gave us in the business update yesterday was nothing short of spectacular... and only those who know what to look for will appreciate the significance.
Cut out all the noise, and hear the real news coming our way ... the key to Fluence's success is in Chinese acceptance and adoption of MABR/Aspirals, everything else is simply noise right now. Nirobox and custom engineered solutions will be 'nice-to-haves' once Aspiral and SUBRE get up and going in China with multi-partner, multi-year sales.
RL knew exactly what he was doing when he merged with EMC ... and as Henry said, he isn't going to sell a single share .. why would he, when they are so close to seeing the start of wide-spread Aspiral adoption in China.
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