RE:RE:RE:RE:RE:RE:Once again yahoo says earnings today .prone wrote: Nothing wrong with your interpretations.
The question remains - How many are going to contract...? And how big ...? Size defines the delivery rate and revenue stability.
The 19M backlog looks good too.
The questions remains - How much is due to Gem Traps = great margin, quick install = next Qtr will have a big revenue value and +ve EBITDA. Then what..?
Turn key solutions are the big ticket items that will get the sales up to 30M$ and attract investment.
TEI has an unknown product mix.
The stability/tenure of the sales pipeline determines the rate of growth of the sales force for onward/upward to the next 'level".
How big indeed. Big clients? All Small orders?
The margins would likely be better on larger orders which would presumably be easier to
fulfil (at least logistically). They have been preparing their team for a while, hopefully
for something.