Author Topic: ASPN - Aspen Aerogels  (Read 2219 times)

patientcapital

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Re: ASPN - Aspen Aerogels
« Reply #10 on: April 24, 2019, 01:47:50 PM »
http://ir.aerogel.com/investors/news/news-details/2019/Aspen-Aerogels-Inc-Awarded-PTT-LNG-Insulation-Contract/default.aspx

This contract win is a significant development for the company.

Keep in mind that a $35-40m project is very significant to ASPN in the context of the $105m of total revenue for last year.

Management guidance is for +20% revenue growth in 2019, and I believe that number is actually closer to 25-30% growth before factoring in this deal. This means that growth may exceed +30% and any excess revenues can build a healthy backlog of 2020 growth.

As capacity utilization skyrockets, their margins quickly improve and this pulls forward the cash flows they will generate.
« Last Edit: April 24, 2019, 01:57:51 PM by patientcapital »


patientcapital

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Re: ASPN - Aspen Aerogels
« Reply #11 on: June 26, 2019, 07:52:30 AM »
For those still following the story despite the run up in stock YTD:

The Youtube channel Veritasium did a few fun videos on aerogel this past month.

In the second video, around the ~10-11 minute mark they talk about aerogel blankets, and at the very least, the 2nd one they show (the red-ish one) is certainly made by Aspen, their Pyrogel product. It sounds like in their next and last video, they are going to test the thermal properties of the pyrogel, which should be interesting.

https://www.youtube.com/watch?v=AeJ9q45PfD0

https://www.youtube.com/watch?v=GcdB5bFwio4