FLC 3.00% 9.7¢ fluence corporation limited

Ann: Fluence Q4 2023 Update Presentation, page-6

  1. 646 Posts.
    lightbulb Created with Sketch. 26
    Having been biten so many times overforecasting for projects to be delayed, here's hoping there's a good degree of conservatism in the 90-100m given the 27mil this qtr.

    Then im a bit confused on the margin. If there 95mil revenue tracking at 30% on GM on SPS and say 12% on IVC plus having reduced 6mil fixed costs this year, to get back to only forecast an EDITDA of $3.5-4.0M. Doesn't seem to add up unless the fixed / OH costs are still very large or the forecasts are based on a much more conservative GM%.
 
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