The ROI should be revised. As the current revenue in Jan is around 44k for 2 MMU. By july will be 600 MMU. So it's around 22k per MMU. It will be 13 M by july revenue. The ROI is 160%, which is 160 M USD of revenue by Dec 2018. Should the target be revised to give more confident to the investors. The PR of Envion is quite poor, which should be improved for a long term confidence in Envion.
The ROI of 160% plus (now calculated at 180%) is based on near or full production, so should start around July time. But what is the problem if we get say 100% by end of Dec 2018? ie if money back in 10 months time then can't complain. And once the TPO's are in place then ROI calcs might look conservative in a years time. They are getting more TPO orders than expected and we will also get 35% of profits on top. Everything seems to be going as planned so let them carry on, and the overall picture should become clearer by end of April I expect.