FLC 5.00% 10.5¢ fluence corporation limited

Ann: Business Update for the September Quarter 2018, page-11

  1. 457 Posts.
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    Well I am under whelmed.. lower end of guidance (and that feels like a stretch,I would be amazed by anything more than 100mio) , Africa MOU still pipeline (but not exactly weeks away from the previous quarterly)
    my hope is the reference to a new 'expected BOOT contract'

    my main issue is credibility , don't offer guidance/expected dates for contract announcements/No Need for more CR - UNLESS they are written in stone

    my current position in FLC is about a third of what it was (thankfully) and unless there is a major positive with the CR (price above 40c /contract announcment etc) I will exit as my investment thesis for Fluence is blown

    interesting times ahead
 
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