$TPAC Thanks, M3! With so many things actively wor
Post# of 22940
Posted On: 03/23/2016 10:23:24 PM
$TPAC Thanks, M3! With so many things actively working in the pipeline, something is going to bear fruit soon. I know these things take time, but Bill and company have been working hard for awhile on the various deals. We really don't know at what stage in the process each deal is in right now, but I think it safe to say some are very close and in fact may get inked this week or within the next few weeks (got to let the lawyers chew on it for abit sometimes).
I think the Boeing deal is now in its last phase with site inspections coming up soon. Like Bill said, nothing happens fast with big behemoths like Boeing.
So, we may be into June before a solid contract emerges. There's just no way to tell for sure of a timeline and there may be in fact several different contracts possible with them (new aircraft production in China, the Boeing Shanghai maintenance facility, Boeing US). Again, just widening the scope of realistic speculation here. But, we could wake up one morning soon to some sort of contract with them.
However, I think alot of investors out there have a myopic view of Boeing and unless they do some DD (or read our wonderful board here!!), they may not realize the other deals in the works that are, in my opinion, likely very soon to see something inked. TPAC has been working on them for awhile and I suspect his current trip to China is to do just that. I would not be at all surprised to see something substantial within two weeks at most.
The completed PO with parts awaiting delivery.....we still don't know who for, right? And Bill said more parts are being produced with at least one new PO. Again, we don't know who. Could it be Projen or AVIC that ordered them for a prototype or test vehicle/aircraft? Again, speculation of course, but it makes me wonder who the customer is and for what purpose. Bill has been careful to keep the customer's name under wraps, so that is why I suspect something involving intellectual property, R&D, new product to roll out that competitors would be interested in, etc. So, we could see something about that very soon.
The tough part about waiting is Bill keeping things obscure and under wraps. I actually understand and appreciate him being cautious until deals are inked. I can tell that he really wants to divulge more, but is fighting to contain himself. So, I have no problem with speculation right now based on what we know. He has given us enough information to connect some dots and draw a rough picture of what is coming down the pipeline.
Just too much going on with too much impending news that when released will send the PPS northward like a rocket. I want to be in before that fuse is lit because it will be tough to catch it running up. That is part of the excitement is not knowing when it will hit. I got into this looking towards the last half of 2016 and 2017. Right now, that future is looking so bright, I have to wear shades......actually a welder's hood.
I think the Boeing deal is now in its last phase with site inspections coming up soon. Like Bill said, nothing happens fast with big behemoths like Boeing.
So, we may be into June before a solid contract emerges. There's just no way to tell for sure of a timeline and there may be in fact several different contracts possible with them (new aircraft production in China, the Boeing Shanghai maintenance facility, Boeing US). Again, just widening the scope of realistic speculation here. But, we could wake up one morning soon to some sort of contract with them. However, I think alot of investors out there have a myopic view of Boeing and unless they do some DD (or read our wonderful board here!!), they may not realize the other deals in the works that are, in my opinion, likely very soon to see something inked. TPAC has been working on them for awhile and I suspect his current trip to China is to do just that. I would not be at all surprised to see something substantial within two weeks at most.
The completed PO with parts awaiting delivery.....we still don't know who for, right? And Bill said more parts are being produced with at least one new PO. Again, we don't know who. Could it be Projen or AVIC that ordered them for a prototype or test vehicle/aircraft? Again, speculation of course, but it makes me wonder who the customer is and for what purpose. Bill has been careful to keep the customer's name under wraps, so that is why I suspect something involving intellectual property, R&D, new product to roll out that competitors would be interested in, etc. So, we could see something about that very soon.
The tough part about waiting is Bill keeping things obscure and under wraps. I actually understand and appreciate him being cautious until deals are inked. I can tell that he really wants to divulge more, but is fighting to contain himself.
So, I have no problem with speculation right now based on what we know. He has given us enough information to connect some dots and draw a rough picture of what is coming down the pipeline. Just too much going on with too much impending news that when released will send the PPS northward like a rocket. I want to be in before that fuse is lit because it will be tough to catch it running up. That is part of the excitement is not knowing when it will hit. I got into this looking towards the last half of 2016 and 2017. Right now, that future is looking so bright, I have to wear shades......actually a welder's hood.
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Let blockheads read what blockheads wrote.
Risk comes from not knowing what you're doing.
The investor of today does not profit from yesterday's growth.
We simply attempt to be fearful when others are greedy and to be greedy only when others are fearful.
It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price.
If a business does well, the stock eventually follows.
- Warren Buffett
Risk comes from not knowing what you're doing.
The investor of today does not profit from yesterday's growth.
We simply attempt to be fearful when others are greedy and to be greedy only when others are fearful.
It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price.
If a business does well, the stock eventually follows.
- Warren Buffett