CTS is right on track!I think you will see some headfakes on swings of prices here but that's all that they are. As per the cc if not for supply chain issues they could have had 100-150 more million in revenue on this typically weaker quarter but still had 93% yoy. That is phenomenal. The great thing is that they said the can is just kicked down the road for this revenue in backlog, this is not lost revenue that isn't coming back. From all appearances they should smash through 2 billion in revenue next year. FCF will help them with acquisitions now so dilution will be only when they have something massive in their sights. Great long term hold!!