I'm probably the wrong guy to ask. I've bought in based on an expected expansion of the C200 product line. As is blatently obvious to a blind man, some vehemently disagree with this strategy. I think that the company is close to a neutral cash flow position but is fighting some headwinds in the market. Chief among these is the new technology aspect of Capstones product. Diesels, and diesel mechanics are literally a dime a dozen. Not so with the Capstone product. You buy a capper and you are married to Capstone for the duration. Not like you can look in the yellow pages for a turbine mechanic.
Regarding stimulus money and/or the UL certification. Something tells me that there are a bunch of C200 based units sitting on the dock waiting for the word and then they will be shipped. The quarter of the UL approval will probably be a big pay day for Cap.
Stimulus money is a different animal. I think that the funds will be icing on the cake for a productive final couple of quarters for Capstone. When gas rose to 5 bucks a gallon, that was a wake up call for everyone. A hundred bucks to fill up the tank was an eye opener. While gas prices have nothing to do with Capstone directly, it may have been the catalyst for a more clean and efficient energy strategy going forward. Politically, cleaner, greener technologies will probably be more in favor for the next few years. Cap hits the mark in this regard.
I completely discount a buyout in the foreseeable future.
Be aware, this is my OPINION. Many would disagree with the views I've expressed QUITE VOCALLY.