RE:Who is selling, I will tell you whoAlways twisting false narrative. He said CONSERVATIVELY and in excess of $65M meaning minimum which will be greater!
"...Although we rarely speak to our pipeline, I feel it appropriate to make an exception under the current circumstances. If we are conservative and define the pipeline as being those contracts where we are either in final discussion as the sole supplier, or in a leadership position in a competitive bid, and if we further narrow the definition by looking only at contracts that are expected to be signed within 6 months, then the pipeline is in excess of $65 million." fdfd12 wrote:
Sellers are those who were expecting a 50 or 100 torch order soon.
This news pretty much told us that it will not happen immently.
He didn't say a backlog of $150M to $300M backlog