Seeking Alpha
Editor's notes: The move in Quantum Fuel Systems still has gas in the tank. Analyst Shaun Currie balances operating momentum against warrant dilution and sees substantial upside remaining.

Quantum Fuel Systems (QTWW), a leader in the design, development, and production of compressed natural gas "CNG" storage tanks and fuel systems, has recently reached an inflection point in its business for several reasons:

  1. The company will reach profitability in the coming quarter and expects to be profitable in 2014. This fact should reduce concerns about the company's liquidity.
  2. Because of increased demand from their customers, the company has been expanding capacity from 3,000 units to 25,000 units by the end of 2014. Due to this demand, the company will see 100% revenue growth this year (well ahead of estimates), and more importantly, 100% revenue growth next year (again, well ahead of estimates).
  3. We have seen a trend

Only subscribers can access this article, which is part of the PRO research library covering 3,741 different stocks.
Growing numbers of fund managers and other investment professionals subscribe to Seeking Alpha PRO for equity research that is unavailable elsewhere, so they can: