You are too kind @ReXXar. I am a failed investor, just hoping FLC would redeem all my past sins.
Anyway, you have raised a few questions:
1. The quarterly reports have mentioned the total backlog. In the 2020 quarterlies, there was also a mention of the IC portion of backlog. 147m, 152m, 156m and the Q4 was 158m. Whereas the total backlog at Q4 was 226m.
In Q1 2021, only total backlog of 191m was mentioned. I estimated the IC portion to be 158m + 1m - 17m = 142m. SPS backlog was reported as 23m, so the balance of 26m would be the rest of the CES.
2. ROIC. It is a hard one, and not a straightforward one as I am not sure how to calculate the Invested Capital part. Unlike many of the startup concept stocks I have dabbled, where their current business is very different from what I initially invested for, FLC’s investment thesis has not changed, which is still MABR and decentralization.
3. $75m - $100m revenue for 1 line at the Changzhou plant was mentioned by Richard in various webinars and was mentioned again in the recent one during Q&A.
7,500 spiral rolls was also from the management at then EMC when the plant was set up.
From memory, I had tried to work on a unit of Aspiral M3 with 3 spirals inside the container selling for $70,000 each. Figures might have changed now. But if we work on 1 small spiral in each Micro, if China Rail purchased the 2 Micros for $28,000, let’s say we could sell each Micro for $10k in bulk, 7,500 spirals would yield $75m and if it is $14k per Micro, 7,500 units would bring us $98m.
Let’s see if we could bring in the first 500 before we get too carried away.
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