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Technology Stocks : American Superconductor (AMSC) -- Ignore unavailable to you. Want to Upgrade?


To: Art Bechhoefer who wrote (815)12/26/2015 12:02:14 PM
From: Hawkmoon  Read Replies (1) | Respond to of 973
 
My view is that with the stock at this current valuation, anything from Sinovel is just gravy. $200 million in contract revenue over 3-4 years, with the probability of even more afterward, as well as $12 million in license fees over the next 15 months, is a pretty good foundation for growth..

And then there is the prospects for US Navy and Grid related sales..

They said, during the CC, that the Sinovel case is scheduled for trial next December. I don't think they want to be in court on criminal charges, so I still believe a settlement will be arranged at some point. AMSC is getting stronger, so the ultimate damage will be to Sinovel and it's customer base, who will need upgrades.. etc, which may demand a settlement and new service agreement for the established customers.

Hawk