RE:RE:RekorI agree with your selection of (b) and will hold that view of REKR until proven otherwise.
I don't think REKR is breaking much new ground on these contracts. Small amounts; mostly proof of concept. IRD has this technology (see New York State, 6/22). Many renewals or with existing customers, mostly from STS.
Let's see how the market reacts to Q4 results, which will be released 27-MAR, after market. If they continue to lose $10-$12M per quarter on a couple of million revenue, they will not be long for the long term. I'm very bearish.