I’m a believer in MABR and where Fluence is looking to grow...

I’m a believer in MABR and where Fluence is looking to grow their business in my view is perfectly set up for a post pandemic recovery.

my view is that if Fluence can weather this storm.. then it has a bright future. While the world is working through the pandemic, data is still being generated in China and globally that will help Fluence win that next big contract.

I still firmly believe that China will come out of this pandemic a lot stronger than the US... and those set up in China to benefit from that growth will do extremely well.

Not doing an equity raising was a big tick for me, and getting that debt facility in place was a key move.

Getting the Ivory Coast project online will provide much needed cash flow that will significantly reduce/eliminate the quarterly operating cash outflows. That is the first sign that this company will start attracting real investment dollars.

The biggest mistake could be that if Fluence does make it to 80 cents or $1.., that people sell out. Because if Fluence does get there- it’ll probably go much much higher. It would have meant that the MABR is thriving in China and/or globally...