Mario Fernandez
2 statements across 1 episodes · 0 bullish · 2 bearish · 1 people on the record · first statement Jan 16, 2025 by Mario Fernandez · said 1 times in 1 episodes since 2023 · across every show →
On the record as a speaker too: Mario Fernandez's record, appearances and statements → this page counts the times other people say the name.
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brought up most by David Yeh (1)
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2023 1 mention in 1 episode
Everything said about Mario Fernandez, oldest first
Jan 16, 2025 negative
Fernandez: Startups lock in offtake prices before engineering reveals 2x CapEx
“We find that many times off-takes are priced in a way before engineering, you know, failed one, failed two, engineering have been done, and it's based on optimistic CapEx assumptions. Now, when the companies go through the engineering process and they actually…”
Jan 16, 2025 negative
Fernandez: Demonstration plants are unprofitable R&D exercises, not profit centers
“Many times though, people think they're going to make money off the demo, right? When, in that, in our experience, we found that's not the case. The case is that most, in most cases, the demo is a very large R&D exercise. So money losing, unprofitable R&D exer…”