RE:RE:RE:RE:RE:ALE Easter Egg in Investor Presentation (Link) I tend to agree. I think Doug figured there would more contracts in the back half. I suspect that implied large revenue will likely be later now, maybe the fall. The septa meeting agenda will be our beacon.
Ciao wrote:
TopStockBuy wrote: To clarify from Doug's comments, there's a lot more contract news that is not being released. I can understand that he doesn't want to blow a deal, especially after the private placement that fell through.
"The sales funnel has grown immensely. The size and diversity of the contracts in our sales funnel is much larger than just 12 months ago. I believe the company is going to be a much larger company in the next several years.
I would like to issue more news releases about contracts but I don't for business reasons to prevent the competition from gaining information"
If he's talking about awarded contracts, then there wasn't anything that was significant making it into Q3. Does it mean it's going into Q4 or is that DD just chatting it up?
I didn't see anything in the NR saying that Q4 would be heavy on the revenue side. Recall this from the Q2 earnings release, which I had questioned and IMHO is not happening this year. He appears to be overpromising and under delivering now.
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"The first half of fiscal 2021 was another period of record-breaking revenue, and over the past five years our first-half revenue has consistently represented between 27% and 35% of our full-year revenue," commented Doug Dyment, President and CEO."