RE:RE:????See outlook for 2024 to have some increases in the CAPEX of larger companies but still feel like it will be a hamper on GROWs overall press forward.
Still felt we were 3 - 5 years away from seeing a larger/more rapid adoption of the tech but this is just going to (again) push that timetable back even more.
Think you're unfortunately right on the dilution but if they can get that European 100 mil sq ft signed I think that is really the setting off point for flood gates to begin opening - assuming they commit to a significant portion of their sq footage right away, not just the incremental size of sale we saw with Hidroexpo