FLC fluence corporation limited

1.75%

5.8¢

thanks for your ongoing analysis @sell & @nequalsone @jamesc666...

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LifeUniEvery42

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03/04/21

16:31

Post #: 52236781
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Originally posted by nequalsone: ↑

Having reread the announcement I am hoping the contract also includes part of the 10 000 m3d centralised component - using MABR ( or possibly SUBRE) to improve the quality and efficiency of centralised plants. This is from Fluence's Chinese social media account:

It also appears as if the China Railway addressable market could be much larger than we have envisaged. China Rail's case use for MABR has so far been viewed through the lens of providing plants for stations on the railway system only. It looks as if the most recent Aspiral Micro Units will be used by China Rail to treat sewage generated by the construction project department (the water being reused for road cleaning, greening and watering).

The two Aspiral units highlighted in the recent announcement could be the pilot test for this case use. Given that China Railway chose Aspiral for its ability to be operated remotely as well as its quick deployment commissioning and superior water quality output, it is not hard to imagine Aspiral could becoming the standard for sewage treatment at mobile construction sites in China with China Railway that require water reuse once the pilots are proved successful. Given the massive yearly scope of China Railway engineering and construction works, and the new 5 year plan focus on water reuse, it could be a highly lucrative market for Fluence. There could be some substantial bulk orders to come from this SOE in the future.

https://mp.weixin.qq.com/s/0plZcpjYW70BHzjBjx-3-A

This alternate use for MABR was first highlighted by @Relax1 in May last year:

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Originally posted by sell: ↑

Great post! @nequalsone it appears this is all aligning with the 2019 L.O.I which Kaitian indicated 40000 m3/day in orders by end of 2021. If you take an average as per Three Gorges sale last year, 30m3/day at $70k, then we are talking some serious numbers here if the decentralised portion (18000m3) is spread across hundreds of plants. Likewise with China Rail and 2 micros for 28k and last year a 35000m3/day plant for $126k. This could well be a turning point for long suffering shareholders. I suspect buyers will lurking next week as its now become clear that the chinese partners are satisfied with MABR and its performance.

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thanks for your ongoing analysis @sell & @nequalsone @jamesc666 @stockrock @Relax1 @ywtoh @bridog @olderwiser @frostieshake @hatmopit @morganp @Switbiskit @vango
IMO a pivotal moment for FLC; both in their relationships with their partners in China, and FLC servicing large orders promptly as Stockrock mentions.
Prompted me to top up (again) with more FLC shares.
Surprised by the low volume of traded shares on Friday ~1.1m volume on an ann. like this
FLC put up the ann on Twitter yesterday- I wish there was more interest than just 6 likes
Twitter Ann

FLC Price at posting: 24.0¢ Sentiment: Hold Disclosure: Held
16 Upvote

2 Great analysis

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Last 5.8¢		Change 0.001(1.75%)		Mkt cap ! $62.94M

Open	High	Low	Value	Volume
5.8¢	5.8¢	5.3¢	$17.25K	311.3K

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No.	Vol.	Price($)
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thanks for your ongoing analysis @sell & @nequalsone @jamesc666...

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thanks for your ongoing analysis @sell & @nequalsone @jamesc666...

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