RE:Nothing to brag aboutI don't disagree with the results thus far not mirroring the expressed optimism behind their key markets, but I think the "inevitable collapse" talk is a little bit inconsistent with the last two years of not much and the significant increase in the backlog.
Personally, their timelines irk me. Try to apply averages to anticipate when things are happening and they don't work. Investment in people requires two years to become fully productive....narrative carries into year 3 and 4. Average PDA decision within 12 months....16 PDAs, a number should be older than 12 months.
Let's go. A $15 m annoucement spurt can somewhat thumb their nose to our impatience with such long silence. A spurt within 2 months....not half a year followed by months of nothing again.