Jul. 31 at 11:42 AM
$CREX Here is my opinion,
$CREX is the company that adds a revenue stream here, another there, even the "RMN's" while they are significant, by themselves doesn't make this a
$150-
$250 mil, a year company. With each additional won opportunity they add another drop into their revenue bucket, and eventually it will overflow. The key is the execution foe the projects, and having a large enough backlog that a delay in rolling out one doesn't make the quarter a catastrophe regarding earnings. In this economic environment and with the instability of supply chains affecting every business segment, the bigger backlog is critical to them hitting their numbers by not relying on 3 installs, but having the earnings spread over 6-10 installs in different regions and business segments.
