@elleburra,
You are misinterpreting the info above.
At the moment, Fluence are not at full sales capacity from their one line. While they have ramped up to full production for the moment, this is to start stockpiling to meet the extra demand of the minimum 2 new assembly facilities, plus current worldwide contracts out of Changzhou. Once the 2 new assembly facilities are operational and have taken the stockpile of MABR spirals/modules, then production may settle back down to what is required for current demand. We should also not be too limited by the 7500 module comment that Henry made over a year ago. There is flexibility in this number depending on shifts and what type of module they are producing.
Building on an approximate $21 million USD target in 2019, MABR in sales for 2020 is looking great with the addition of the 2 new assembly facilities and likely more new partnerships and opportunities. However, note that as the partners in Hunan and Liaoning will need to introduce their products to market and build up sales, 2020 may start off more slowly and we may only see full assembly production reached closer to 2021.
A doubling of revenue to $40 million USD, would be a conservative number at this stage.
It really depends what additional opportunities arise worldwide, and just how prevalent SUBRE becomes, as SUBRE greenfield is proving to be an exciting addition to the portfolio (considering that it has not really been highlighted in any marketing materials).
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