Author Topic: ASPN - Aspen Aerogels  (Read 1317 times)


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Re: ASPN - Aspen Aerogels
« Reply #10 on: April 24, 2019, 01:47:50 PM »

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 »