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Technology Stocks : American Superconductor (AMSC)
AMSC 35.70-2.3%1:17 PM EST
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To: tktrimbath who wrote (797)1/1/2015 10:39:54 PM
From: Hawkmoon   of 973
 
The company's potential continues to exist. The near term catalysts are the China decision, the joint effort called Tres Amigas that will connect the US' three main power grids, and core sales. The market is voting with its money suggesting that they expect the drop in revenues to continue.

What I wonder is who will provide maintenance and updates to the existing installed AMSC based control systems from Sinovel customers?

Without such support, one would think that these Wind farms may be at risk of breakdown or inefficient operation.

Also, I believe that they are trying to sell their stake in Tres Amigas, but maybe that is being put on hold given the hidden value of that operation down the line..

We also have the discussion of the two additional utility contracts.

There is value here. It's just a matter of how long it will take to realize it.

Hawk
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