funding news, page-7

Furnaces thoughts, I had been pondering CFU's desire to get maximum yield and why that is pivotal.
Some thoughts on valuation. The discussion here has been on the basis of Units Sold => profit! Yes indeed in the growth phase quite so.

In some ways CFU should behave as royalty investment.
What I had been pondering is 2+ years down the track. At this point the installed base 242 units will be considering their stack renewal which is worth 10% (or so) of the purchase price.

I presume!(hope) there is more profit in replacement stacks, there should be now that Three Circles are involved. Also I know 2+ years is a bit short but any improvements in stack quality will be reflected in performance of the network. I wonder if the Three Circles have some more funds as they would have the most to gain long term out of an investment perhaps.

Cheers

Cheers