RE:RE:RE:QTRH' ROE I think so barney. I'll update and share after Q3 and/or significant news. The bull case has solid footings imo.
I'm looking for continued margin improvement in Q3 and Q4. A significant new award for ETC in the near term would be a bonus, indicating that growth is back on the front burner. ETC appears to have de-emphasized new business in F23 in order to implement existing projects through to the operatation phase. ETC is now in a position to accomodate new projects and 2024 should be an above average year based on ETC's technological advantages. Completed implementation of seven new projects over the past 18 to 24 months should provide important process and cost management learning for 2024. IRD has positive upward momentum going into 2024, based on strong relationships and recognized product technology advantages while delivering excellent, predictable margins.