#bstockscis ORDER FLUENCE HAS ALMOST TRIPLED. AND THE MARGIN FELL FROM 15.4% TO 5.9% 🔋
Fluence received over $1.44 billion in new orders in the quarter—almost three times more than a year ago. Backlog reached a record $6.4 billion.
You would think that’s all you need?
But adjusted gross margin collapsed from 15.4% to 5.9%. Due to delays at new production facilities, about $400 million in deliveries were pushed into the next fiscal year. The company also changed its EBITDA guidance: instead of profit of $40–60 million, it now expects a range from −$30 million to +$10 million.
In other words, the problem isn’t a lack of customers. The issue is how quickly and profitably Fluence can fulfill the orders it has already received.
For $FLNCB , this is the key bridge: a tokenized form conveys not only the story about demand for energy storage, but also the underlying production risks. A large backlog supports future opportunities, but delays and low margin determine how much value will actually remain with the company.
Demand is there. Now it needs to learn not to lose it on the way to the customer.
@BinanceCIS #bStocks
$FLNCB
Fluence received over $1.44 billion in new orders in the quarter—almost three times more than a year ago. Backlog reached a record $6.4 billion.
You would think that’s all you need?
But adjusted gross margin collapsed from 15.4% to 5.9%. Due to delays at new production facilities, about $400 million in deliveries were pushed into the next fiscal year. The company also changed its EBITDA guidance: instead of profit of $40–60 million, it now expects a range from −$30 million to +$10 million.
In other words, the problem isn’t a lack of customers. The issue is how quickly and profitably Fluence can fulfill the orders it has already received.
For $FLNCB , this is the key bridge: a tokenized form conveys not only the story about demand for energy storage, but also the underlying production risks. A large backlog supports future opportunities, but delays and low margin determine how much value will actually remain with the company.
Demand is there. Now it needs to learn not to lose it on the way to the customer.
@BinanceCIS #bStocks
$FLNCB