I'd be very interested to hear some informed views on the timelines as it really helps map production output to customer receipts etc. I imagine a lot of the recent content would have come from customers who signed up months ago.
Obviously the BIG method of forecasting forward revenue off current receipt take up works as they have delivered above their forward estimates every quarter.
BIG Price at posting:
$1.38 Sentiment: Buy Disclosure: Held
(20min delay)