Order backlog growthAt Jan.31st.,the order backlog stood at $510.9.
If you substract this quarter sales of $107,4 we should be at $403,5.
DRX says that the order backlog excluding the May 28th new win of $90 million
is $427.5.
So the order book is even higher then in January by another $24 million.
Including the $90 million, DRX order backlog is sitting at $517.5.
I am salivating at the idea of DRX winning the 3rd phase of Lilly ($500 million)
after winning phase 1, phase 2 and winning additional work on phase 2.
I wonder if the winning of this huge contract would trigger the purchase of another automated machine.
They have had the luxury of the learning curve of the first one.
Imagine having a second one even if it was a smaller one.
I trust the management to take the right decision.
So far, they have a perfect score in my book.
I guess it depends on the actual capacity VS the needed requirement if they were
to win this massive Lilly contract.