Nov. 6 at 7:55 PM
$BCHT Things I'm hoping are clarified at next week's earnings call:
1) Q4 and 2026 forecasts for three distinct parts of water business: first- non-reactivated GAC (filtration system media replacement services at utilities) second- design and analytical centers third- reactivated GAC (their own plant and feedstock agreement). Very curious how big the first one can be...because that's the near term revenue driver of water until their first plant is built.
2) update on planned construction for GAC facility. Update on if feedstock/ 3rd party plant is up and running or still delayed. If that feedstock agreement of
$7M might increase in 2026
3) any change to 2026 revenue forecast for air business.
4) cash on hand to finish Q3. Quite low in Q2 but lots of settlements on AIR side.
5) nothing for them to say around CERT case. It happens when it happens
6) watchful eye for which institutional analysts are on this call: Lake Street (maybe HC Wainwright or Janney)
7) uplist news