GREY:XEBEQ - Post by User
Comment by
Mick67on May 14, 2021 2:48pm
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Post# 33204764
RE:RE:On a brighter note
RE:RE:On a brighter noteI believe the unprofitable legacy contracts have leadtimes that resulted in them showing up in the backlog. The off the rack Biostream that is ramping up is not and that will be much better margin. Same with Inmatec that is performing - not included in backlog. Relisten to the call. IF Kurt can execute think the analysts are just looking at the last two dismal reports, putting them in the penalty box and will let them out after things improve. Usually miss the rebound as they do. Lots of good info in the call that I didnt see shared in the reports i read.