Jul. 14 at 10:48 PM
$DFNS Make it make sense….. just closing my eyes and holding through the split. ER continues to be everything for me, it’s the best point at which I can make the most informed decision possible? After holding through everything I deserve to not be upset if I were to sell now and ER is a beauty, if a turn around is happening it will be identifiable in the ER, there finally getting contracts signed, things are for sure moving on the ground. What ER will tell me is
1 Is the
$26M guide real or not. Q1 was 3.65M so they need Q2 somewhere in the 6-7M range for the math to work. If it starts with a 4 I have my answer
2. Did backlog actually grow? It was 12.1M in April, with the positech rotator orders and rimon deliveries I want to see it in close range or above 16M+. And no, project35 wont be in these numbers, that closed in July so its a Q3 story. Under 16 and that’s not good at all…
Next 2 things I will comment them below. Ran out of letters….