Dec. 18 at 9:42 PM
$ASPN has indicated that OEM orders from Europe have the potential to generate up to
$150 mln in annual sales in 2027. For perspective, the entire Thermal Barrier (primarily for EV cars) business is likely to be about
$100 mln in 2026.
Sales to European OEMs will provide significant benefits even at just
$50-
$100 million in annual contributions in '27. Those include: #1 returning
$ASPN to growth, #2 reducing dependence on GM, #3 diversifying business globally.
When
$ASPN returns to growth in '27, I'll sell the shares, which I bought from the penny flippers and day traders this year, at a huge premium to what I paid to buy from them as they fled for the hills!
BUY AND HOLD FOR 2027!!!
Source for Europe OEM potential Slide #6 of 3Q25 presentation, and page 4 (7th full paragraph) of the conference call transcript. Links to both below.
https://s28.q4cdn.com/942626632/files/doc_financials/2025/q3/ASPN_Q3-2025-Earnings-vF-Website.pdf
https://s28.q4cdn.com/942626632/files/doc_financials/2025/q3/3Q25-Earnings-Transcript-Aspen-Aerogels.pdf
--Source below is Gemini AI