Jul. 2 at 4:07 PM
$AIRJ With both Water Generation and Advanced HVAC as two enormous end-markets AND with arguably the top industrial partners of any micro-cap firm with
$GEV,
$BASFY,
$CARR, you would think the pace of deals - even testing deals - would be extremely robust. The one deal on data centers announced recently certainly helps, but I'm quite disappointed in the rate of business development. Valuation is TINY given the TAMs, but execution pace here needs to pick-up.
