RE:RE:RE:RE:RE:Key points ...Half a dozen years ago we had an $11M contract just before Christmas.
But I agree that in twrms of volume, this is rhe best end to a year.
What I am saying is that nobody can have confidence in extrapolating latesr contracts due to lack of historic regularity in signing contracts. Otherwise based on the last 3 months, the run rate for the year could be almost $50M so $30M is a gimme. But we had virtually nothing the last two years so how much of the last two years was packed into these last three months? Hence, how much dry powder is left after that catch-up.
If one had confidence in this extrapolation, then I would say keep loading up at these levels!