China still getting orders, just slow. Not doing any work until they get down payments. Prudent, don’t want to be another PET.
High confidence in this years revenues guidance as majority of work have noticed to proceed, unlike last year.
Bimini BOO $38m contract extension for another 15 years still in negotiation. Not material on an annual basis, but large recurring revenues.
$5m revenue already booked in Jan2025.
US market is state by state.
first MABR in California for $2.3m won, will open more doors.
Idaho has large potential with strong traction, fireside chat shortly with key stakeholders on a solution for a 700 lagoon project… sounds very promising, videos on website.
US MABR production line to be up and running this year, machinery on the ground already.
each business unit has large projects that could help exceed guidance this year, but currently not baked in to guidance. I guess we will hear if these come to fruition when they get announced. But glad to hear there are some big project potential emerging in S/E Asia and US.
JBS still being shown options they could take, it’s moving but will take more time.
trump administration shouldn’t impact state water regulations and companies to comply. Noting that the economics of our solutions stack up without incentives form the inflation reduction act.
It’s taking a while, but I like how they have restructured their business and am excited about the potential… only for the patient
goodluck all
China still getting orders, just slow. Not doing any work until...
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