Ann: Fluence Operational Update Regarding COVID-19, page-10

the issue I have with that response is that they won’t let us know until there is a definite delay or issue with the project, and it is likely to be sometime in the April when the decision to proceed will be made or deferred.

just look at how they are handling the Olympics... the offical word is that it is still going ahead they say... right.

I feel a lot more comfortable making my own assessment on the likelihood of these projects and anticipated funding pieces to either fall in place or be postponed... and then what impact that had on the companies solvency.

I get a little comfort that Ron is the largest holder, and if push comes to shove he will have the cash to keep this company going... the question is at what cost.

If Fluence had several quarters of cash run-way left in cash, I would be buying up big right now. But I am refraining from adding to my position because I can see our cash runway before the need for a cap raising is only lasting us a couple quarters at the most... and less if Ivory Coast is delayed.

be careful all... can’t keep your eyes just on China for the time being... we are not immune to the global situation.