Posted On: 12/31/2013 9:19:39 AM
Post# of 3844
You hit the nail on the head. The potential short term value of EWSI is incredible because of the market dynamics that they are attacking with their business model. 150B potential market (and growing!). Fragmented industry with only a few profitable large publicly traded companies (like DAR (NYSE) and Simms).
If EWSI can become a player quickly (2014) in areas of the world that are currently under served with SAFE and EFFICIENT processing capacity (such as the Cerebra and Italy deals and virtually every other MOU location they have inked!), then they can become very big very fast as other deals follow like dominoes falling in a straight line. The first E-Plant is scheduled for its grand opening summer 2014 (that we know of so far). This will be a huge milestone. There are supposed to be at least three constructed during 2014 on three separate continents.
The risk/reward can be directly tied to leadership's ability to manage the capital structure efficiently for those of us early to the opportunity. I think we have a crystal clear indication NLT Q2 2014. I would like to see them cash flow positive by Q2 2014. A higher PPS will help keep dilution needs under control. It is a fine dance right now as EWSI ramps up hard and fast.
One thing is for sure, we have an incredible core of seasoned and very smart talent managing this opportunity. The core team is getting stronger and stronger. Nielson, Johnson, Feeney, Peterson are all recognized key players for the company now! Their consultants have incredible resumes and most have been with Nielson for a very long time. They are keenly focused on creating a paradigm shift in the e-waste industry. So far so good.
EWSI is not simply an e-waste company, although this is clearly their main focus. China has them managing a plastics recycler for the Chinese construction industry. Two of their Tanke purchased licenses were subsequently provided to two high end luxury suite hotel companies. eWasteCC brings a product to the table that no other recycler has. I'm sure other recyclers have product tracking information, but none of them appear to be directly linked to Carbon Credit trading. eWasteTRACK should be getting close to completion and ready for commercialization. These two software products have the potential to increase EWSI's gross/net profit margins to levels that are number one in their industry and provide a recurring revenue stream that no one else has. Very interesting product mix to say the least.
I am most certainly looking forward to Nieslon's shareholder update in January for FY2013 results. Maybe we get a sneak peek at some 2014 projections!
If EWSI can become a player quickly (2014) in areas of the world that are currently under served with SAFE and EFFICIENT processing capacity (such as the Cerebra and Italy deals and virtually every other MOU location they have inked!), then they can become very big very fast as other deals follow like dominoes falling in a straight line. The first E-Plant is scheduled for its grand opening summer 2014 (that we know of so far). This will be a huge milestone. There are supposed to be at least three constructed during 2014 on three separate continents.
The risk/reward can be directly tied to leadership's ability to manage the capital structure efficiently for those of us early to the opportunity. I think we have a crystal clear indication NLT Q2 2014. I would like to see them cash flow positive by Q2 2014. A higher PPS will help keep dilution needs under control. It is a fine dance right now as EWSI ramps up hard and fast.
One thing is for sure, we have an incredible core of seasoned and very smart talent managing this opportunity. The core team is getting stronger and stronger. Nielson, Johnson, Feeney, Peterson are all recognized key players for the company now! Their consultants have incredible resumes and most have been with Nielson for a very long time. They are keenly focused on creating a paradigm shift in the e-waste industry. So far so good.
EWSI is not simply an e-waste company, although this is clearly their main focus. China has them managing a plastics recycler for the Chinese construction industry. Two of their Tanke purchased licenses were subsequently provided to two high end luxury suite hotel companies. eWasteCC brings a product to the table that no other recycler has. I'm sure other recyclers have product tracking information, but none of them appear to be directly linked to Carbon Credit trading. eWasteTRACK should be getting close to completion and ready for commercialization. These two software products have the potential to increase EWSI's gross/net profit margins to levels that are number one in their industry and provide a recurring revenue stream that no one else has. Very interesting product mix to say the least.
I am most certainly looking forward to Nieslon's shareholder update in January for FY2013 results. Maybe we get a sneak peek at some 2014 projections!
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