Jan. 6 at 7:14 PM
$AMSC
New orders (sales if you will) are a good predictor of revenue at amsc. amsc has very few products that are off the shelf. Most of the revenue comes from products with 6 to 12 month lead time. Sales I.E. (new orders) take time to turn into revenue. 6 to 12 months give or take. The SPS for the Navies take even longer to mature.
I don't see mush of a change for 3rd quarter revenue next month. The guidance is ho hum. and I don't see how that will change much in June for the 4th quarter besides the
$15 Million in new revenue from the recent acquisition.
The most important number for next month's call, imo will be "New Orders" i.e. New Sales. That is; New Sales from the 3rd quarter to be reported in Feb.
The high
$60's has been the status quo and something close to
$70 M will be OK.
$75 M or
$80 M in organic growth aside from the new acquisition will be great because new sales this past quarter is a predictor of revenue next summer and fall.
